Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn D. Clinger has been in the financial services industry since 2001 and is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. in Florida and Texas. John has a broad range of experience in the industry, having worked in various roles at Merrill Lynch, Pierce, Fenner & Smith Inc. and Bank of America, N.A.. John's professional certifications include the Series 3, 7, 9, 10, 31, 66 and SIE exams. John is active in the community, serving as a director for the United Way of Lee County and an advisory board member for the Children's Advocacy Center.
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
FL
03/26/2002 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (FORT MYERS FL)
BOTH
Issued 02/23/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/22/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/20/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/2013
Series 3 - National Commodity Futures Examination
BC
Issued 10/19/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 02/06/2001
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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