Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Aaron Witt is a financial advisor with over 20 years of experience in the financial services industry. John has held positions with several prominent firms, including Wachovia Securities, First Union Brokerage Services, and Bank of America Investment Services. Currently, John is an active registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. and provides a range of investment services to individuals and institutions. John holds a number of licenses including Series 7, 6, 63 and 66. John's expertise includes portfolio management, investment strategies, and financial planning.
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
SC
05/16/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (GREENVILLE SC)
SC
05/23/2003 - 11/30/2006
BANC OF AMERICA INVESTMENT SERVICES, INC. (GREENVILLE SC)
MO
10/01/2000 - 04/22/2003
WACHOVIA SECURITIES, INC. (ST. LOUIS MO)
NC
01/02/2000 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
BOTH
Issued 03/21/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/30/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/19/2022
Series 7TO - General Securities Representative Examination
BC
Issued 11/01/2021
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/1999
Series 6 - Investment Company Products/Variable Contracts Representative 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 John Witt is the right advisor for you? Invested Better is here to help.
