Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn F. Seitz is an investment professional with over 30 years of experience in the financial services industry. John joined Merrill Lynch, Pierce, Fenner & Smith Inc. in 1999 and has been a registered representative with them ever since. Prior to joining Merrill Lynch, John was registered with CITICORP INVESTMENT SERVICES and INVEST FINANCIAL CORPORATION. John's experience includes providing financial advice to individuals, businesses, and institutions. John is also a registered investment advisor in Texas and Maryland.
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
MD
01/08/1999 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NORTH BETHESDA MD)
NY
02/11/1991 - 01/12/1999
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
WI
08/23/1989 - 02/15/1991
INVEST FINANCIAL CORPORATION (APPLETON WI)
NA
08/20/1985 - 12/21/1988
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 02/24/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/28/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/1985
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
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