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John P Scollo

Charles Schwab & CO., Inc.

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About John P Scollo

John P. Scollo is a financial advisor with over 20 years of experience in the industry. John is currently registered with Charles Schwab & CO., Inc. John's previous roles include positions at TD Ameritrade, Inc., E*TRADE SECURITIES LLC, Fidelity Brokerage Services LLC, and others. John holds Series 6, 7, 63, and 66 securities licenses. John is also a Certified Financial Planner. John specializes in providing financial planning services.

Firm Information

John Scollo is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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John Scollo’s Registration & Firm History

WA

10/26/2021 - Present

Charles Schwab & CO., Inc. (Vancouver WA)

OR

02/24/2021 - 03/07/2022

TD AMERITRADE, INC. (PORTLAND OR)

OR

02/15/2019 - 01/15/2020

TD AMERITRADE, INC. (PORTLAND OR)

CO

12/21/2015 - 01/08/2019

E*TRADE SECURITIES LLC (DENVER CO)

CO

09/24/2013 - 12/03/2015

FIDELITY BROKERAGE SERVICES LLC (GREENWOOD VILLAGE CO)

OH

07/26/2012 - 06/27/2013

SICOR SECURITIES INC (DAYTON OH)

CO

09/20/2010 - 03/19/2012

PRINCOR FINANCIAL SERVICES CORPORATION (DENVER CO)

CO

01/29/2009 - 11/20/2009

LPL FINANCIAL CORPORATION (LAKEWOOD CO)

CT

03/06/2007 - 12/15/2008

PLANCO FINANCIAL SERVICES, LLC (HARTFORD CT)

TN

02/08/2007 - 03/06/2007

JACKSON NATIONAL LIFE DISTRIBUTORS LLC (FRANKLIN TN)

CO

04/22/2005 - 01/11/2007

JANUS DISTRIBUTORS LLC (DENVER CO)

TX

08/12/2003 - 04/07/2005

A I M DISTRIBUTORS, INC. (HOUSTON TX)

CA

07/19/2002 - 06/24/2003

CUSO FINANCIAL SERVICES, L.P. (SAN DIEGO CA)

IA

11/16/2000 - 08/02/2002

CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)

NY

12/20/1999 - 11/02/2000

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

FL

04/27/1999 - 06/23/1999

GSG SECURITIES, INC. (BOCA RATON FL)

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Licenses & Designations

BOTH

Issued 02/18/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/13/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/26/1999

Series 7 - General Securities Representative Examination

BC

Issued 09/09/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There is public disclosure for John P Scollo. Review regulatory record here.
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