Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Robert Schaule is a registered representative with Wells Fargo Clearing Services, LLC. John has over 20 years of experience in the financial industry, having worked for various firms such as Citizens Securities, Inc. and Wells Fargo Advisors, LLC. John holds a Series 6, 7, 63, and 66 licenses and the SIE. John specializes in providing investment consulting services to institutional clients as well as providing financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and individuals. John is committed to helping his clients achieve their financial goals.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
12/16/2021 - Present
Wells Fargo Clearing Services, LLC (RADNOR PA)
PA
05/24/2013 - 11/05/2021
CITIZENS SECURITIES, INC. (EXTON PA)
PA
12/18/2001 - 05/16/2013
WELLS FARGO ADVISORS, LLC (MALVERN PA)
BOTH
Issued 10/08/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/21/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/2008
Series 7 - General Securities Representative Examination
BC
Issued 12/17/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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