John Haberstro (CRD# 4754069) is an Investment Advisor Representative working at Shield Wealth Advisors in Williamsville, NY and has over 20 years of experience in the finance industry.
CRD# 1234546
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1604730
Lytle Investments
CRD# 6254146
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Shield Wealth Advisors | Williamsville, NY | Jul 2020 - Current | 3 |
| Various Insurance Carriers For W&r Insurance Agencies | Phoenix, AZ | May 2009 - Current | 14 |
| Peak Brokerage Serivces | Williamsville, NY | Sep 2015 - Oct 2020 | 5 |
| Next Financial Group, Inc. | Williamsville, NY | Mar 2012 - Aug 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2004 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2012 |
- NY
- TX
-
Total Assets Under Management51MILLIONS
-
Total Number of Accounts268ACCOUNTS
-
Average Account Value$189,834
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
FL, NY, TX
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