Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Patrick Leacock is a financial advisor with Schwab Wealth Advisory, Inc. John has been in the financial services industry since August 9, 2015. John is registered with the Financial Industry Regulatory Authority (FINRA) and the state of Florida. John is also a Registered Investment Advisor. John has a Series 7 and Series 66 license and is also licensed in several other states. John has a specializations in Fixed Annuities, Mutual Funds and Variable Annuities. John is also a member of the Church Finance Committee for St. Charles Borromeo Catholic Church in Orlando, Florida. John's firm is based in San Francisco, California and has over 141,801 clients.
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.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
1
2
FL
04/28/2016 - Present
Schwab Wealth Advisory, Inc. (ORLANDO FL)
BOTH
Issued 12/09/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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