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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 Frank Stefanelli is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. with over 30 years of experience in the industry. John has a wide range of experience, having previously worked at DALZELL TRADING, LLC and SMITH BARNEY SHEARSON INC. John's expertise includes providing investment advice to individuals, businesses, and institutions. John has a strong track record of success in helping 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
NJ
12/15/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (PRINCETON NJ)
NJ
05/21/2019 - 03/02/2023
DALZELL TRADING, LLC (Robbinville NJ)
NY
12/09/1993 - 03/03/1994
SMITH BARNEY SHEARSON INC. (NEW YORK NY)
NY
07/22/1993 - 11/02/1993
HIBBARD BROWN & CO., INC. (NEW YORK NY)
IA
Issued 09/03/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/15/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/20/2021
Series 24 - General Securities Principal Examination
BC
Issued 06/18/2019
Series 7TO - General Securities Representative Examination
BC
Issued 05/21/2019
Series 57TO - Securities Trader Exam
BC
Issued 02/19/2019
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/1996
Series 3 - National Commodity Futures Examination
BC
Issued 07/21/1993
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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