John Shartrand Email and Phone Number
John Shartrand work email
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John Shartrand personal email
John Shartrand phone numbers
Financial planning offered through CAP COM Financial Services, LLC, a Registered Investment Advisor and separate entity from LPL Financial.Financial Advisors Specializing in Retirement and Estate Planning.Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. Insurance products are offered through LPL or its licensed affiliates. CAP COM Federal Credit Union and CAP COM Financial Services, LLC are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services under the name of CAP COM Financial Services, LLC, and may also be employees of CAP COM Federal Credit Union. These products and services being offered through LPL or its affiliates, which are separate entities from, and not affiliates of CAP COM Federal Credit Union or CAP COM Financial Services, LLC. Securities and insurance offered through LPL or its affiliates are:• Not Insured by NCUA or Any Other Government Agency• Not Credit Union Guaranteed• Not Credit Union Deposits or Obligations• May Lose ValueThird party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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Chief Investment OfficerBroadview Wealth Management Apr 2001 - Present4 Winners Circle, Albany Ny 12205
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Chief Investment OfficerBroadview Wealth Management Nov 1995 - Present4 Winners Circle, Albany Ny 12205
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Chief Investment OfficerCap Com Financial Services, Llc 1995 - Mar 2023Financial Advisors Specializing in Retirement and Estate Planning.
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Financial AdvisorGriffin Financial Group Jun 1988 - Nov 1995Albany, New YorkProvided financial advice to both individual clients and business owners.
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Intern/AgentPrudential Bache Securties And Prudential Insurance Sep 1983 - Jun 1988Buffalo/AlbanySpent two year working with Brokerage Firm evenings & summers while going to school fulltime. Spent two years as an Insurance professional after graduation before joining Griffin Financial Group.
John Shartrand Skills
John Shartrand Education Details
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Finance
Frequently Asked Questions about John Shartrand
What company does John Shartrand work for?
John Shartrand works for Broadview Wealth Management
What is John Shartrand's role at the current company?
John Shartrand's current role is Chief Investment Officer at Broadview Wealth Management.
What is John Shartrand's email address?
John Shartrand's email address is js****@****lpl.com
What is John Shartrand's direct phone number?
John Shartrand's direct phone number is +151878*****
What schools did John Shartrand attend?
John Shartrand attended Canisius College.
What are some of John Shartrand's interests?
John Shartrand has interest in Health, Children, Education, Economic Empowerment.
What skills is John Shartrand known for?
John Shartrand has skills like Financial Services, Services.
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