Unclaimed
John Zingale Schiro is a financial advisor with over 12 years of experience in the financial services industry. John has worked for several firms including J.P. Morgan Securities LLC, Lincoln Financial Distributors, Inc., and Russell Investments Financial Services, LLC. John is currently a registered representative with Wealth Enhancement Advisory Services, LLC and is licensed in Texas. John specializes in providing financial planning, pension consulting, and portfolio management services for individuals, businesses, and charitable organizations. John is also an ERISA 3(38) investment manager.
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.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
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.
A percentage of the total value of assets under management is charged.
Fees received from third party investment advisors
1
2
MN
09/12/2023 - Present
Wealth Enhancement Advisory Services, LLC (PLYMOUTH MN)
NY
08/22/2022 - 09/14/2023
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
PA
09/09/2019 - 06/17/2022
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
WI
07/02/2013 - 09/05/2019
RUSSELL INVESTMENTS FINANCIAL SERVICES, LLC (MILWAUKEE WI)
WI
10/24/2011 - 07/09/2013
MORGAN STANLEY (WAUWATOSA WI)
WI
09/23/2010 - 10/14/2011
U.S. BANCORP INVESTMENTS, INC. (MENOMONEE FALLS WI)
IA
Issued 07/30/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/06/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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