Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Christerson is a financial advisor with over 25 years of experience in the industry. John is currently registered as a broker-dealer and an investment advisor representative with Charles Schwab & Co., Inc., serving clients in Georgia and Texas. Previously, John has held positions at other prominent financial institutions, including E*TRADE SECURITIES LLC, WADDELL & REED, INC., ALLSTATE FINANCIAL SERVICES, LLC, TRIAD ADVISORS, INC., WACHOVIA SECURITIES FINANCIAL NETWORK, LLC, CITISTREET EQUITIES LLC, CHASE INVESTMENT SERVICES CORP., CYBERTRADER, INC., and DEAN WITTER REYNOLDS INC.
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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2
GA
01/11/2022 - Present
Charles Schwab & CO., Inc. (Sandy Springs GA)
GA
04/19/2011 - 05/10/2012
E*TRADE SECURITIES LLC (ALPHARETTA GA)
SC
04/17/2008 - 04/18/2011
WADDELL & REED, INC. (COLUMBIA SC)
SC
10/03/2007 - 01/29/2008
ALLSTATE FINANCIAL SERVICES, LLC (ANDERSON SC)
SC
06/28/2006 - 10/05/2007
TRIAD ADVISORS, INC. (GREENVILLE SC)
MO
02/07/2005 - 04/19/2005
WACHOVIA SECURITIES FINANCIAL NETWORK, LLC (ST. LOUIS MO)
NJ
09/09/2004 - 01/05/2005
CITISTREET EQUITIES LLC (SOMERSET NJ)
IL
07/30/2003 - 09/22/2004
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
TX
08/15/2002 - 04/23/2003
CYBERTRADER, INC. (AUSTIN TX)
TX
05/17/1996 - 08/23/2002
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NY
11/29/1994 - 11/21/1995
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
AL
06/20/1994 - 08/12/1994
SOUTHTRUST SECURITIES, INC. (BIRMINGHAM AL)
BOTH
Issued 6/5/2008
Series 66 - Uniform Combined State Law Examination
IA
Issued 5/18/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 6/17/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 5/15/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 4/19/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/1994
Series 31 - Futures Managed Funds Examination
BC
Issued 6/14/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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