Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Vanier is a financial advisor based in Indianapolis, Indiana. John has been in the financial services industry since 2017 and has a broad range of experience. John specializes in providing financial planning, family office services, and portfolio management to individuals, families, and corporations. Currently, John is registered with Sapient Capital LLC and holds several professional licenses including Series 3, 7, 9, 10, 63, and 66. Prior to joining Sapient Capital LLC, John worked as a financial advisor at Stifel, Nicolaus & Company, Incorporated and Charles Schwab & Co., Inc.
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.
Family office 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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
IN
12/12/2023 - Present
Sapient Capital LLC (INDIANAPOLIS IN)
IN
08/04/2020 - 03/17/2023
STIFEL, NICOLAUS & COMPANY, INCORPORATED (INDIANAPOLIS IN)
IN
07/03/2017 - 08/19/2020
CHARLES SCHWAB & CO., INC. (Indianapolis IN)
BOTH
Issued 12/12/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/14/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/25/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/17/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/20/2019
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/03/2017
Series 7 - General Securities Representative Examination
Active
Inactive
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