Unclaimed
John Schantz is a financial advisor with Ameriprise Financial Services, LLC. John is a registered representative with FINRA and has been in the industry since 2016. John has been licensed to provide investment advice in numerous states, including Texas, California, Colorado, Florida, Georgia, Louisiana, Michigan, Minnesota, Missouri, Nevada, New York, North Carolina, Oklahoma, Pennsylvania, Tennessee, Utah, Virginia and Wisconsin. John specializes in providing financial planning, portfolio management, and asset allocation services to individuals, businesses, and institutions. John has experience working with a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations. John's firm, Ameriprise Financial Services, LLC, is a leading provider of financial planning, investment management, and insurance products and services. The firm is headquartered in Minneapolis, Minnesota, and has offices across the country.
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.
Asset allocation services
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.
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TX
11/16/2018 - Present
Ameriprise Financial Services, LLC (THE WOODLANDS TX)
TX
04/05/2018 - 05/15/2018
AMERIPRISE FINANCIAL SERVICES, INC. (HOUSTON TX)
TX
08/10/2016 - 03/05/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (THE WOODLANDS TX)
BOTH
Issued 10/05/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/15/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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