Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn J Breckenridge is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. John is a registered representative with the Financial Industry Regulatory Authority (FINRA) and a registered investment advisor in Indiana and Texas. John has over 20 years of experience in the financial services industry and has a broad range of experience in investments, retirement planning, and estate planning. John works with individual investors, families, and businesses of all sizes. John holds a Series 6, Series 7, Series 63, and Series 66 licenses and is also a Certified Financial Planner (CFP). John is committed to providing his clients with personalized financial advice that is tailored to their specific needs and 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
IN
06/17/2015 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (MERRILLVILLE IN)
IL
11/16/1999 - 12/21/2000
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BOTH
Issued 03/13/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/15/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/2013
Series 7 - General Securities Representative Examination
BC
Issued 11/15/1999
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
Not sure John Breckenridge is the right advisor for you? Invested Better is here to help.
