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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Samuel Skok is a financial advisor with UBS Financial Services Inc. John has been in the financial services industry since 1998. John has a Series 7, Series 63, and Series 65 licenses. John is registered with the state of Colorado, Texas, and other states. John specializes in providing financial advice to individuals, corporations, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. John also has experience providing financial planning, educational seminars, portfolio management for businesses and individuals, and selection of other advisors. John is committed to providing his clients with personalized financial advice that meets their unique needs.
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.
Comprehensive financial plans to help you achieve your personal and business 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.
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.
See schedule d - miscellaneous
1
2
CO
05/12/2006 - Present
UBS Financial Services Inc. (Denver CO)
CO
03/08/2018 - 12/20/2021
UBS SECURITIES LLC (Denver CO)
CO
09/22/1999 - 05/17/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DENVER CO)
NY
04/15/1998 - 03/29/1999
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
IA
Issued 2/20/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 6/22/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/14/1998
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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