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John Francis Boc

Meridian Investments, Inc.

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About John Francis Boc

John Francis Boc is a financial advisor with over 40 years of experience in the industry. John currently works at Meridian Investments, Inc., where he has been employed since January 1983. Before that, John worked at Meridian Capital Partners, LLC. John has licenses in Series 1, 6, 22, 26, 39 and 63 and holds a SIE license. John is registered in 24 states.

Firm Information

John Boc is currently registered with Meridian Investments, Inc.. Meridian Investments, Inc. is a corporation formed on April 22, 1983. It is registered with the SEC and in all 50 states, the District of Columbia, and Puerto Rico.

Not reported

Assets Under Management

Not reported

Total Clients

9

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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John Boc’s Registration & Firm History

MD

01/28/1983 - Present

Meridian Investments, Inc. (BETHESDA MD)

MA

12/22/2010 - 07/29/2011

MERIDIAN CAPITAL PARTNERS, LLC (QUINCY MA)

MA

10/28/2004 - 12/16/2005

MERIDIAN CAPITAL PARTNERS, LLC (QUINCY MA)

NA

09/24/1982 - 10/11/1983

M C ENERGY SECURITIES CORPORATION

NA

04/22/1980 - 04/23/1982

ENI CORPORATION

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Licenses & Designations

BC

Issued 04/29/1980

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/08/1985

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 03/10/1983

Series 39 - Direct Participation Programs Principal Examination

BC

Issued 01/02/2023

Series 22TO - Direct Participation Programs Representative Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/12/1980

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for John Francis Boc. Review regulatory record here.
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