Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Zachery Surdyka is a financial advisor who has been in the industry since September 14, 2011. John is currently registered with Assetmark Brokerage, LLC in Phoenix, Arizona. John previously worked at Capital Brokerage Corporation and Charles Schwab & Co., Inc. John has a Series 7, Series 63, and SIE licenses. John is registered in Arizona.
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.
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.
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2
AZ
08/15/2014 - Present
Assetmark Brokerage, LLC (Phoenix AZ)
VA
05/09/2013 - 08/15/2014
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
AZ
08/25/2011 - 04/17/2013
CHARLES SCHWAB & CO., INC. (PHOENIX AZ)
BC
Issued 09/23/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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