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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Francis Longman is an investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. John has been in the securities industry since 1994 and has experience in various areas, including investments, financial planning, and portfolio management. John has passed the Series 3, Series 7, Series 31, and SIE exams. John is registered with FINRA and has a license in Florida and Texas. John is also an Investment Advisor Representative for Merrill Lynch, Pierce, Fenner & Smith Inc. John's previous employers include Wells Fargo Advisors, LLC, Banc of America Investment Services, Inc., and Barnett Investments, Inc.
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
02/06/2013 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (AVENTURA FL)
FL
08/13/2001 - 01/30/2013
WELLS FARGO ADVISORS, LLC (MIAMI FL)
MA
04/01/1998 - 08/13/2001
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
FL
03/29/1994 - 04/01/1998
BARNETT INVESTMENTS, INC. (JACKSONVILLE FL)
IA
Issued 02/27/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/12/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/2008
Series 3 - National Commodity Futures Examination
BC
Issued 06/07/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 03/28/1994
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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