Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Barrett is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc., with over 2 years of experience in the financial services industry. John is licensed in several states including Texas, Arkansas, Colorado, Florida, Louisiana, New Mexico, and Oklahoma. John has also previously worked at Park Avenue Securities LLC in Austin, Texas. John is an active member of the securities industry and committed to providing clients with personalized financial advice. John is dedicated to helping clients reach their financial goals through investment planning and portfolio management. John holds a Series 7, Series 63, and Series 65 license.
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
TX
08/10/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (AUSTIN TX)
TX
03/18/2024 - 05/16/2024
PARK AVENUE SECURITIES LLC (AUSTIN TX)
BC
Issued 05/01/2024
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/10/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/18/2024
Series 7TO - General Securities Representative Examination
BC
Issued 06/16/2023
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
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