Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Schwemlein is a financial advisor with over 50 years of experience in the industry. John is registered with Janney Montgomery Scott LLC and currently serves clients in Chillicothe, OH. John holds a Series 7TO, Series 9, Series 10, Series 63, and Series 65 licenses. John has previously worked for McDonald Investments Inc., The Ohio Company, and W.E. Hutton & Co. John has been with Janney Montgomery Scott LLC since 2007. John specializes in providing financial planning, portfolio management, and pension consulting services to a wide range of clients, including individuals, businesses, charitable organizations, and pension and profit-sharing plans.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
OH
11/15/2016 - Present
Janney Montgomery Scott LLC (CHILLICOTHE OH)
OH
01/11/2007 - 01/10/2011
JANNEY MONTGOMERY SCOTT LLC (CHILLICOTHE OH)
OH
05/16/1977 - 01/22/2007
MCDONALD INVESTMENTS INC. (CHILLICOTHE OH)
NA
12/13/1972 - 06/13/1977
THE OHIO COMPANY
NA
07/25/1972 - 01/07/1973
W. E. HUTTON & CO.
IA
Issued 01/26/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/26/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/06/1992
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/1977
PC - AMEX Put and Call Exam
BC
Issued 07/20/1972
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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