Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Burns Myers is a financial advisor who has been working in the industry since 1990. John is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. in California and Texas. John also has previous registration with Robertson Stephens, Inc. in California, and Prudential Securities Incorporated in New York. John has passed the Series 3, 7, 63, and 65 exams as well as the SIE exam. John's registrations include both broker-dealer and investment advisor.
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
CA
03/12/2012 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SAN FRANCISCO CA)
CA
02/25/2000 - 08/27/2002
ROBERTSON STEPHENS, INC. (SAN FRANCISCO CA)
NY
12/17/1990 - 02/29/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 05/17/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/27/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/1997
Series 3 - National Commodity Futures Examination
BC
Issued 12/14/1990
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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