Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jack? Claim Your ProfileJack Christopher Wolter is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Jack has been in the financial services industry for over 5 years and is licensed to sell securities in 53 states and the District of Columbia. Jack has been with Merrill Lynch since 2021. Previously, Jack was registered with Pruco Securities, LLC. Jack has experience providing investment advice to individuals, families, and businesses. Jack holds the Series 7TO and Series 66 licenses. Jack also holds the Securities Industry Essentials Examination (SIE).
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IL
10/06/2021 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (ROLLING MEADOWS IL)
IL
03/29/2021 - 07/06/2021
PRUCO SECURITIES, LLC. (DOWNERS GROVE IL)
BOTH
Issued 06/14/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/29/2021
Series 7TO - General Securities Representative Examination
BC
Issued 12/02/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Jack Wolter is the right advisor for you? Invested Better is here to help.
