Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Michael Schuler is an active advisor with **TIAA-CREF Individual & Institutional Services, LLC** and has been in the industry since November 21, 2007. John is registered with 13 states and holds multiple industry licenses, including Series 6, 7, 63, and 66 licenses. John offers financial planning and portfolio management for both businesses and individuals. John has held several positions in the financial industry, including roles with **CHARLES SCHWAB & CO., INC. and Key Investment Services LLC**. John is a dedicated advisor with a commitment to client success.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
MA
09/13/2022 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Waltham MA)
MA
12/07/2020 - 08/12/2022
CHARLES SCHWAB & CO., INC. (Burlington MA)
MA
08/20/2014 - 11/13/2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (HADLEY MA)
CO
10/17/2012 - 08/12/2014
KEY INVESTMENT SERVICES LLC (DENVER CO)
CO
04/16/2012 - 07/20/2012
AUSDAL FINANCIAL PARTNERS, INC. (GREENWOOD VILLAGE CO)
CO
10/13/2011 - 04/16/2012
COLORADO FINANCIAL SERVICE CORPORATION (CENTENNIAL CO)
CO
07/10/2007 - 10/19/2011
CHASE INVESTMENT SERVICES CORP. (HIGHLANDS RANCH CO)
BOTH
Issued 07/07/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/18/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/03/2014
Series 7 - General Securities Representative Examination
BC
Issued 07/09/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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