Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Daniel Simhachalam is a registered representative with Bofa Securities, Inc., a firm headquartered in New York, NY. Prior to joining Bofa Securities, Inc., John Daniel Simhachalam was a registered representative with Roth Capital Partners, LLC. John Daniel Simhachalam holds the Series 63, Series 79TO, SIE and Series 79 licenses.
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.
Research-related services
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.
Negotiated fees for research-related services
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2
CA
08/04/2023 - Present
Bofa Securities, Inc. (SAN FRANCISCO CA)
CA
06/01/2018 - 03/08/2021
ROTH CAPITAL PARTNERS, LLC (NEWPORT BEACH CA)
BC
Issued 09/02/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/05/2022
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/31/2018
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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