Unclaimed
John Elias Slyman is an investment advisor representative and has been working in the industry since March 2002. John is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and has been with them since January 2002. John's current location is in WESTLAKE, OH. John holds the Series 66, SIE, Series 31 and Series 7 licenses. John's specializations include providing investment advice to individuals, businesses, and trusts. John has experience in a range of investment areas, including stocks, bonds, mutual funds, and other investment products. John provides financial planning and investment management services to clients.
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
OH
02/19/2009 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (WESTLAKE OH)
BOTH
Issued 04/09/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 03/19/2002
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
Not sure John Slyman is the right advisor for you? Invested Better is here to help.