Unclaimed
John Roger Schricker is a financial advisor at Raymond James Financial Services Advisors, Inc., with over 27 years of experience in the financial industry. John has a strong background in helping clients with financial planning, portfolio management, and retirement planning. He is a Certified Financial Planner (CFP®) and holds FINRA Series 6, 7, 24, 51, and 63 licenses. John has a proven track record of success in helping clients achieve their financial goals. He is committed to providing personalized service and working with clients to develop tailored financial plans to meet their individual needs.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
MN
10/07/2016 - Present
Raymond James Financial Services Advisors, Inc. (PLYMOUTH MN)
MN
10/31/2005 - 11/27/2007
AIG FINANCIAL ADVISORS, INC. (GOLDEN VALLEY MN)
AZ
06/17/1997 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
MA
03/26/1996 - 07/31/1996
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
03/26/1996 - 07/31/1996
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 4/1/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 4/5/2018
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 5/25/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/13/2008
Series 7 - General Securities Representative Examination
BC
Issued 3/25/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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