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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Otto Schreiber is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Mukwonago, Wisconsin. John Schreiber has over 45 years of experience in the financial services industry. John Schreiber is a Certified Financial Planner™ and holds the Series 7, Series 24, Series 52, and Series 53 licenses. John Schreiber's firm offers a range of financial services, including financial planning, portfolio management for individuals and businesses, and pension consulting.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
WI
10/23/2017 - Present
Raymond James Financial Services Advisors, Inc. (MUKWONAGO WI)
NA
04/20/1981 - 09/30/1985
CREATIVE ASSET MANAGEMENT, INC.
NA
07/01/1977 - 10/15/1983
INVESTMENT MANAGEMENT & RESEARCH, INC
BC
Issued 12/18/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/12/1978
Series 40 - Registered Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/1977
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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