John Scollo (CRD# 3118972) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Vancouver, WA and has over 24 years of experience in the finance industry. John Scollo has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5807693
The H Group Washington, Inc.
CRD# 1053785
Securities America Advisors, Inc.
CRD# 2279233
Ameriprise Financial Services, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Charles Schwab Bank, Ssb | Vancouver, WA | Oct 2021 - Current | 2 |
Charles Schwab & Company, Inc. | Vancouver, WA | Oct 2021 - Current | 2 |
Td Ameritrade | Porttland, OR | Feb 2021 - Mar 2022 | 1 |
Facet Wealth | Washougal, WA | Jan 2020 - Feb 2021 | 1 |
Facet Wealth | Wealth, MD | Jan 2020 - Feb 2021 | 1 |
Td Ameritrade | Portland, OR | Jan 2019 - Jan 2020 | 1 |
E*trade Capital Management LLC | Denver, CO | Nov 2015 - Jan 2019 | 3 |
Fidelity Brokerage Services, LLC | Denver, CO | Sep 2013 - Nov 2015 | 2 |
Fidelity Investments | Denver, CO | Sep 2013 - Nov 2015 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | May 1999 |
S66 | NASAA Uniform Combined State Law Examination | Feb 2009 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- WA
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
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