Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Scott Nielsen is a financial advisor with over 20 years of experience in the industry. John currently works at Charles Schwab & Co., Inc. based in San Francisco, California. John is licensed to provide financial advice in both California and Colorado. John holds the Series 6, Series 26 and Series 63 licenses. John also passed the Securities Industry Essentials Examination (SIE).
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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CA
08/17/2016 - Present
Charles Schwab & CO., Inc. (San Francisco CA)
CO
08/03/2000 - 07/27/2016
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
BC
Issued 01/10/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/26/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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