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 Schmidt is a financial advisor with over 11 years of experience in the industry. John is registered with Osaic Wealth, Inc. and has been with the firm since November 2017. John has a Series 66, Series 7, and SIE license, and is currently registered in Alabama, Arkansas, California, Colorado, Florida, Indiana, Kentucky, Ohio, South Carolina, Texas, and Virginia. John is also a Registered Investment Advisor. John's primary focus is to provide comprehensive financial planning and portfolio management services to individuals, businesses, and charitable organizations. John is committed to providing his clients with personalized service and a tailored approach to meeting 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.
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.
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2
OH
11/09/2017 - Present
Osaic Wealth, Inc. (CENTERVILLE OH)
OH
10/28/2011 - 11/03/2017
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (DAYTON OH)
BOTH
Issued 12/29/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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