John Scanlon Email & Phone Number
Financial Advisor at Cetera Wealth Services @ Cetera Financial Group
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John Scanlon Location
- Oak Brook, IL, US
John Scanlon Work
- Financial Advisor at Cetera Wealth Services @ (September 2013 - Present)
- Financial Advisor @ (September 2013 - Present)
- Registered Representative, Investment Advisor Representative @ Walnut Street Securities, Inc. - A MetLife Company (June 2008 - August 2013)
John Scanlon Education
- University of Notre Dame 1981-1986
- Loyola University Chicago
John Felice Rome Center
1983-1984 - fi360 Global Fiduciary Insights
Accredited Investment Fiduciary®
John Scanlon Skills
- Mutual Funds
- Philanthropic Planning
- Tax Reduction
- Annuities
- Wealth Accumulation Strategies
- College Education Planning
- ETFs
- Wealth Preservation Planning
- Life Insurance
- Retirement Planning
- Equities
- Global Tactical Asset Allocation
- Charitable Remainder Trusts
- Wealth Management Services
- Strategic Asset Allocation
- Municipal Bonds
- Qualified Retirement Plans
- Alternative Investments
- Estate Planning
- Financial Goal Planning
- 529 Plans
- Asset Allocation
- Bonds
- Charitable Gift Planning
- Charitable Trusts
- Financial Advisory
- Financial Goals
- Fixed Annuities (without endorsements)
- High Net Worth Individuals
- IRAs
- Indexed Annuities
- Insurance (without endorsements)
- Investment Advisory
- Investment Advisory Services
- Investment Strategies
- Investments
- Options
- Permanent Life Insurance
- Pre-Refunded Municipal Bonds
- Registered Investment Advisor
- Retirement Plan Consulting
- Risk Management
- Roth IRA
- SEP IRA
- Simple IRA
- Tactical Asset Allocation
- Term Life Insurance
- Traditional IRA
- Variable Annuities
- Wealth Management
- Fixed Annuities (without endorsements)
- Insurance (without endorsements)
- Fixed Annuities Without Endorsements
- Fixed Annuities
- Insurance
- Finance
- Financial Analysis
- Without Endorsements
- Management
- Insurance Without Endorsements
- ACLS
- Pre Refunded Municipal Bonds
John Scanlon Summary
- John Scanlon, based in Oak Brook, IL, US, is currently a Financial Advisor at Cetera Wealth Services at Cetera Financial Group. John Scanlon brings experience from previous roles at Chicago Wealth Management Group and Walnut Street Securities, Inc. - A MetLife Company. John Scanlon holds a 1981 - 1986 University of Notre Dame. With a robust skill set that includes Mutual Funds, Philanthropic Planning, Tax Reduction, Annuities, Wealth Accumulation Strategies and more. John Scanlon has 1 emails and 1 mobile phone numbers on RocketReach.
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