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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 Glenn Stewart is a financial advisor with over 20 years of experience in the financial services industry. John is registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and has been with the firm since 2009. Prior to joining Merrill Lynch, John was employed by BANC OF AMERICA INVESTMENT SERVICES, INC. and Merrill Lynch from 2006 to 2009. John is a registered representative (Series 7 and Series 66) and also holds a Uniform Investment Adviser Law Examination (Series 65).
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
NY
04/19/2021 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (ALBANY NY)
NY
03/21/2006 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (ALBANY NY)
NY
09/27/2001 - 03/07/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ALBANY NY)
IA
Issued 07/20/2006
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 10/11/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2001
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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