Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Holodak is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. John has been in the financial services industry since April 2001. John currently works in the Los Angeles, CA office. John also works in the SUGAR LAND, TX office for the firm. John has passed the SIE, Series 7, Series 63 and Series 66 exams. John has been registered in 51 states and holds an active IA registration in California and Texas. John has worked for Merrill Lynch, Pierce, Fenner & Smith Inc. and BOFA SECURITIES, 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
CA
06/19/2019 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (Los Angeles CA)
NY
05/10/2019 - 06/25/2019
BOFA SECURITIES, INC. (NEW YORK NY)
CA
04/06/2001 - 05/10/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SANTA MONICA CA)
BOTH
Issued 12/18/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/07/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/05/2001
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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