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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 Edinson Borrero is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. John has been in the industry since 2008, with experience at J.P. Morgan Securities LLC and Chase Investment Services Corp. John holds licenses for Series 6, 7, 63 and 65. John is registered with the states of California, Colorado, Connecticut, Delaware, Florida, Georgia, Nevada, New Jersey, New York, South Dakota, Texas and Utah. John is also registered with the states of Connecticut, New York, and Texas as an investment advisor representative. John works with individuals, high-net-worth individuals, corporations, pension and profit sharing plans, charitable organizations, insurance companies, and banking or thrift institutions.
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
TX
08/15/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (HOUSTON TX)
NY
08/10/2010 - 02/13/2015
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
07/15/2008 - 08/17/2010
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
IA
Issued 09/19/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/25/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/2010
Series 7 - General Securities Representative Examination
BC
Issued 07/14/2008
Series 6 - Investment Company Products/Variable Contracts 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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