Unclaimed
John Michael Schindler is a financial advisor who has been in the industry since 2013. John is currently registered with Cetera Investment Advisers LLC and Sageview Advisory Group, LLC. John offers a wide range of financial services including financial planning, asset management, and investment advisory services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
TN
04/23/2024 - Present
Cetera Investment Advisers LLC (KNOXVILLE TN)
TN
02/01/2023 - 09/25/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (KNOXVILLE TN)
TN
11/19/2012 - 01/25/2023
WOODBURY FINANCIAL SERVICES, INC. (KNOXVILLE TN)
IA
Issued 04/26/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/21/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/2015
Series 7 - General Securities Representative Examination
BC
Issued 11/17/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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