Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn William Diemer is a financial advisor with over 30 years of experience in the industry. John is currently registered with Robert W. Baird & Co. Inc., and previously worked with Morgan Stanley Smith Barney and Citigroup Global Markets Inc.. John has a wide range of experience in the financial services industry and is committed to providing clients with the highest quality financial advice. John holds the Series 63, Series 7 and SIE licenses and is a Certified Financial Planner. John is also a member of the Investment Committee of the Gesu Endowment Fund.
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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
OH
03/31/2017 - Present
Robert W. Baird & Co. Inc. (CLEVELAND OH)
OH
06/01/2009 - 05/26/2011
MORGAN STANLEY SMITH BARNEY (CLEVELAND OH)
OH
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (CLEVELAND OH)
NY
11/22/1989 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
BC
Issued 11/29/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure John Diemer is the right advisor for you? Invested Better is here to help.
