Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Richard Schroll is an investment advisor representative at Osaic Wealth, Inc. with over 40 years of experience in the industry. John has been registered with the Securities and Exchange Commission (SEC) since 1981 and holds a Series 6, Series 7 and Series 63 license. John is also a registered investment advisor in California, Pennsylvania, and Vermont. John specializes in financial planning, pension consulting and portfolio management for individuals and businesses. John's current practice at Osaic Wealth, Inc. focuses on serving high-net-worth individuals, charitable organizations, corporations, and pension plans. John also has experience with insurance and tax preparation and provides these services to clients outside of his work at Osaic Wealth, 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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial 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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
AZ
10/11/2024 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
PA
02/26/1982 - 07/23/2004
HACKETT ASSOCIATES, INC. (WYOMISSING PA)
NA
06/24/1981 - 11/22/1981
CG EQUITY SALES COMPANY
BC
Issued 11/09/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2000
Series 7 - General Securities Representative Examination
BC
Issued 06/22/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure John Schroll is the right advisor for you? Invested Better is here to help.
