Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John gray? Claim Your ProfileJohn Pou is a financial professional with over 18 years of experience in the industry. John has been with Merrill Lynch, Pierce, Fenner & Smith Inc. since April 2010. John is registered to provide investment advice in 33 states and is also registered with the Financial Industry Regulatory Authority (FINRA). John is a Series 6, 7, 63, 66, and SIE licensed representative and offers a variety of financial services, including portfolio management for businesses and individuals, and pension consulting. John is dedicated to providing his clients with personalized financial advice and guidance.
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
LA
12/02/2014 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SHREVEPORT LA)
CT
09/05/2005 - 11/21/2005
PLANCO FINANCIAL SERVICES, INC. (HARTFORD CT)
BOTH
Issued 08/26/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/06/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/2010
Series 7 - General Securities Representative Examination
BC
Issued 09/02/2005
Series 6 - Investment Company Products/Variable Contracts 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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