Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Esko Delamater is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. John has been in the industry since 2002 and has worked at several firms including Oppenheimer & Co. Inc. and Capital One Investing, LLC. John is registered in New York, Texas and several other states. John holds several licenses and certifications including Series 3, 7, 9, 10, 31, 63, and 65. John's firm Merrill Lynch offers investment advisory services to individuals, businesses, and institutions. John's specializations include portfolio management, financial planning, pension consulting, and educational seminars.
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
NY
11/14/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
NY
06/12/2018 - 10/18/2022
OPPENHEIMER & CO. INC. (NEW YORK NY)
NY
07/29/2016 - 05/03/2018
CAPITAL ONE INVESTING, LLC (New York NY)
CA
06/01/2009 - 10/27/2014
MORGAN STANLEY (SAN DIEGO CA)
CA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (NEWPORT BEACH CA)
NY
08/11/2000 - 04/02/2007
MORGAN STANLEY DW INC. (NEW YORK NY)
IA
Issued 09/08/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/25/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/09/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/10/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/31/2007
Series 3 - National Commodity Futures Examination
BC
Issued 10/27/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 08/10/2000
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 Delamater is the right advisor for you? Invested Better is here to help.
