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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 Boffelly is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. located in Pittsburgh, PA. John has been in the financial services industry since 2000. John has been registered with the Securities and Exchange Commission (SEC) since 2016 and has a Series 7 and Series 66 license. John specializes in working with high-net-worth individuals, corporations, and institutions. John offers a wide range of financial services, including investment management, financial planning, and retirement planning. John has a strong track record of success and is committed to providing his clients with personalized financial advice.
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
PA
01/06/2017 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (PITTSBURGH PA)
PA
06/16/2001 - 12/31/2008
PNC CAPITAL MARKETS LLC (PITTSBURGH PA)
KY
01/09/2000 - 06/16/2001
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
PA
10/08/1997 - 10/13/1999
PNC BROKERAGE CORP (PITTSBURGH PA)
IN
04/03/1997 - 09/29/1997
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
04/03/1997 - 09/29/1997
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BOTH
Issued 11/30/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/30/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/2016
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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