Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Boris Onufreiczuk is a financial advisor registered with TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC. John has been in the financial services industry since 2001 and has a wide range of experience in the industry. John has obtained several industry licenses and certifications including Series 7, 63, 66, 24, 9, 10, 31 and SIE. John is registered to provide financial advice in 28 states.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
TX
06/12/2023 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Frisco TX)
CO
11/23/2022 - 05/25/2023
EMPOWER FINANCIAL SERVICES, INC. (GREENWOOD VILLAGE CO)
TX
07/12/2021 - 06/10/2022
LPL FINANCIAL LLC (DALLAS TX)
TX
12/06/2012 - 06/01/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PLANO TX)
TX
05/05/2010 - 11/23/2012
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (LEWISVILLE TX)
TX
12/01/2009 - 04/27/2010
MILKIE/FERGUSON INVESTMENTS, INC. (DALLAS TX)
TX
06/01/2009 - 12/01/2009
MORGAN STANLEY SMITH BARNEY (DALLAS TX)
TX
08/21/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (DALLAS TX)
TX
06/14/2007 - 08/26/2008
BANC OF AMERICA INVESTMENT SERVICES, INC. (DALLAS TX)
TX
02/16/2005 - 06/05/2007
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
MI
11/18/2003 - 02/07/2005
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
TX
05/02/2003 - 11/19/2003
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
IA
04/29/2002 - 08/23/2002
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
RI
03/22/2001 - 04/24/2002
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BOTH
Issued 01/24/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/04/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/06/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/19/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/01/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 03/21/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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