Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn W. Schatz is a registered representative of Osaic FA, Inc., and has been in the industry since 2001. John has an active registration in Ohio and Texas, where he has been providing financial advice to individuals, corporations, and charitable organizations for over 20 years. John's experience and expertise in retirement planning, financial planning, and portfolio management have made him a trusted advisor to clients in the region. In addition to his financial services, John also offers insurance services as an agent. John W. Schatz, a trusted advisor with over 20 years of experience, provides financial advice to individual and corporate clients at Osaic FA, Inc., and has been serving the community since 2001.
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.
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.
Retirement plan consulting services provided on a limited basis.
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.
1
2
OH
02/23/2012 - Present
Osaic FA, Inc. (COLUMBUS OH)
IN
06/26/2001 - 06/01/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BC
Issued 10/13/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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