John Scanlon Email & Phone Number
Financial Advisor at Cetera Wealth Services @ Cetera Financial Group
5 free lookup(s).
John Scanlon Location
- Oak Brook, IL, US
John Scanlon Work
- 2013 - now Financial Advisor at Cetera Wealth Services @
- 2013 - now Financial Advisor @
- 2008 - 2013 Registered Representative, Investment Advisor Representative @ Walnut Street Securities, Inc. - A MetLife Company
John Scanlon Education
- University of Notre Dame 1981 - 1986
- Loyola University Chicago 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
- Options
- IRAs
- 529 Plans
- Financial Advisory
- Investment Advisory
- Investment Strategies
- Investment Advisory Services
- Financial Goals
- Term Life Insurance
- Permanent Life Insurance
- Bonds
- Indexed Annuities
- Variable Annuities
- High Net Worth Individuals
- Wealth Management
- Charitable Gift Planning
- Retirement Plan Consulting
- Pre-Refunded Municipal Bonds
- Investments
- Asset Allocation
- Tactical Asset Allocation
- Registered Investment Advisor
- Charitable Trusts
- Roth IRA
- Simple IRA
- SEP IRA
- Traditional IRA
- Risk 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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Top Cetera Financial Group Employees
Jon Anderson
Managing Director, Head of Workplace and Retirement
San Diego, CA, US
Jon Brenner
Principal and Strategic Advisor
San Diego, CA, US
Tom Halloran
President and CEO of Cetera Advisors
Wellesley, MA, US
Mike Ragunas
Chief Technology Officer
Denver, CO, US
Thomas Gooley
Chairperson of the Board of Trustees
San Diego, CA, US
Todd MacKay
President, Cetera Wealth Management
Evergreen, CO, US
Jennifer Hanau
President, RIA and Branches Channel
Boulder, CO, US
Christian Mitchell
President, Cetera Solutions
San Diego, CA, US
Timothy Stone
Chief Operating Officer
El Segundo, CA, US
John Soto
President ESQ. Financial Group
Nesconset, NY, US
Adeline Wong
SVP, Head of Retirement Plan Programs and Strategy
San Diego, CA, US
Deepti Tivel
Managing Director, Head of Talent Acquisition
San Diego, CA, US
Thomas Zochowski
Vice President Technology Operations
San Diego, CA, US
Jeff Buchheister
Chief Financial Officer
San Diego, CA, US
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