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John R Scholz

Avatar Securities, LLC

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About John R Scholz

John R. Scholz is a financial professional with over two decades of experience in the industry. John currently works as a registered representative at Avatar Securities, LLC. Prior to his current role, John has held positions at several other firms including Quasar Trading, LLC, Coastal Trade Securities, LLC, Assent LLC, Andover Brokerage, L.L.C., and On-Line Investment Services, Inc. John holds multiple securities licenses including Series 7, Series 55, Series 57TO and the SIE exam.

Firm Information

John Scholz is currently registered with Avatar Securities, LLC. Avatar Securities, LLC is a Limited Liability Company formed on May 14, 2008. The firm has one approved SEC registration and is currently approved.

Not reported

Assets Under Management

Not reported

Total Clients

55

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.

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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John Scholz’s Registration & Firm History

NY

09/19/2014 - Present

Avatar Securities, LLC (NEW YORK NY)

PR

03/05/2013 - 08/08/2014

QUASAR TRADING, LLC (SAN JUAN PR)

NJ

05/17/2011 - 06/27/2013

COASTAL TRADE SECURITIES, LLC (SHORT HILLS NJ)

NJ

03/03/2003 - 06/16/2009

ASSENT LLC (HOBOKEN NJ)

NY

02/15/2002 - 03/03/2003

ANDOVER BROKERAGE, L.L.C. (MONTEBELLO NY)

NY

08/15/2000 - 09/05/2000

ON-LINE INVESTMENT SERVICES, INC. (NEW YORK NY)

NY

05/09/1996 - 01/11/1999

ON-LINE INVESTMENT SERVICES, INC. (NEW YORK NY)

NY

12/06/1995 - 05/31/1996

QUICK & REILLY, INC. (NEW YORK NY)

NJ

05/12/1994 - 07/10/1995

PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)

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Licenses & Designations

BC

Issued 05/09/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/13/2002

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 03/11/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq PHLX LLC

Disclosures

There is public disclosure for John R Scholz. Review regulatory record here.
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