Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Batista Campanello is a financial advisor who has been in the industry since November 1993. John has been a registered representative of Merrill Lynch, Pierce, Fenner & Smith Inc. since April 2016. Previously, John was employed by UBS Financial Services Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. John has a wide range of experience in the financial services industry and is well-versed in providing investment advice. John is licensed in multiple states and has a number of certifications and designations, including Series 7, 63, and 65.
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
04/04/2016 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SOUTHLAKE TX)
TX
01/05/2009 - 04/13/2016
UBS FINANCIAL SERVICES INC. (FT. WORTH TX)
TX
11/15/2001 - 01/08/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SOUTHLAKE TX)
NY
11/16/1993 - 11/19/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 07/05/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/19/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/1993
Series 31 - Futures Managed Funds Examination
BC
Issued 11/15/1993
Series 7 - General Securities 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
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