Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Eric Tenofsky is a financial professional with over 17 years of experience in the financial services industry. John has been registered with Tiaa-Cref Individual & Institutional Services, LLC since March 2022. John holds multiple licenses and certifications, including the Series 7, 9, 10, 31, 63, 65 and 66. Prior to joining Tiaa-Cref Individual & Institutional Services, LLC John was employed by Citizens Securities, Inc., TD Ameritrade, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, NYLife Securities LLC, Quasar Distributors, LLC, Claymore Securities, Inc., Evergreen Investment Services, Inc., Morgan Stanley DW Inc., and Tucker Anthony Incorporated. John provides financial planning and portfolio management services to individuals and businesses.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
NY
03/17/2022 - Present
Tiaa-Cref Individual & Institutional Services, LLC (LATHAM NY)
MA
07/06/2020 - 02/25/2022
CITIZENS SECURITIES, INC. (PITTSFIELD MA)
NY
01/17/2019 - 04/28/2020
TD AMERITRADE, INC. (SARATOGA SPRINGS NY)
RI
04/02/2016 - 01/28/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LINCOLN RI)
MA
01/14/2013 - 04/17/2014
NYLIFE SECURITIES LLC (WALTHAM MA)
ME
03/17/2009 - 08/24/2009
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
IL
08/27/2007 - 11/04/2008
CLAYMORE SECURITIES, INC. (CHICAGO IL)
NC
02/26/2004 - 08/21/2007
EVERGREEN INVESTMENT SERVICES, INC. (CHARLOTTE NC)
NY
06/20/2001 - 02/03/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
MA
02/23/2000 - 07/10/2001
TUCKER ANTHONY INCORPORATED (BOSTON MA)
BOTH
Issued 05/06/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/01/2013
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/26/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/27/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/27/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/11/2013
Series 7 - General Securities Representative Examination
BC
Issued 03/11/2003
Series 31 - Futures Managed Funds Examination
Active
Inactive
F
FINRA
Not sure John Tenofsky is the right advisor for you? Invested Better is here to help.
