Unclaimed
John Everette Street is an investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. John has been in the securities industry since 2004. John is registered with FINRA and the securities authorities of 54 states. John has experience with a range of clients including high-net-worth individuals, corporations, insurance companies, and pension plans. John has held various roles within the financial services industry including positions with TIAA-CREF, Navy Federal, Securian Financial Services, Kestra Investment Services and The Bailey Group. John is committed to providing personalized financial advice and guidance to help clients achieve their financial goals.
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
FL
06/06/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (JACKSONVILLE FL)
FL
09/24/2020 - 12/14/2021
SECURIAN FINANCIAL SERVICES, INC. (Jacksonville FL)
FL
05/01/2019 - 09/22/2020
KESTRA INVESTMENT SERVICES, LLC (St. Augustine FL)
FL
04/28/2017 - 04/15/2019
NAVY FEDERAL BROKERAGE SERVICES, LLC (JACKSONVILLE FL)
FL
05/14/2014 - 03/24/2016
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (PONTE VEDRA BEACH FL)
FL
08/31/2011 - 04/24/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PONTE VEDRA BEACH FL)
NJ
11/12/2008 - 06/23/2011
ADP BROKER-DEALER, INC. (ROSELAND NJ)
NY
11/05/2008 - 11/12/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
FL
04/02/2007 - 09/08/2008
MORGAN STANLEY & CO. INCORPORATED (PONTE VEDRA BEACH FL)
FL
02/09/2007 - 04/02/2007
MORGAN STANLEY DW INC. (PONTE VEDRA BEACH FL)
FL
10/12/2004 - 02/13/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PONTE VEDRA BEACH FL)
CT
12/20/2005 - 03/08/2006
ADVEST, INC. (HARTFORD CT)
BOTH
Issued 10/18/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/2004
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 Street is the right advisor for you? Invested Better is here to help.