Unclaimed
John Schweinzger is a registered representative and investment advisor representative at Charles Schwab & CO., Inc. John has been in the securities industry since January 31, 2019. John is registered in 25 states and has passed the Series 7, Series 66 and SIE exams. John is also registered with FINRA. John has experience in financial planning and selection of other advisors. John is a specialist in retirement planning and mutual funds. John is currently employed at Charles Schwab & CO., Inc. in Chicago, IL.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
IL
01/11/2022 - Present
Charles Schwab & CO., Inc. (Chicago IL)
BOTH
Issued 04/08/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/01/2019
Series 7TO - General Securities Representative Examination
BC
Issued 11/19/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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