Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Lewer is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. John has been in the financial industry since 1996 and has a strong track record of success in helping clients achieve their financial goals. John is registered in 23 states and specializes in providing financial advice to high-net-worth individuals, corporations, and other businesses. John is also registered as an investment advisor in New Jersey and Texas. John holds the Series 7, Series 63, and Series 65 licenses. John is committed to providing personalized service to each of John's clients.
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
05/23/2018 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (RED BANK NJ)
NJ
10/20/2004 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (RED BANK NJ)
NY
04/25/2001 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
PA
10/21/1998 - 04/25/2001
SUMMIT FINANCIAL SERVICES GROUP, INC. (BETHLEHEM PA)
TX
09/10/1998 - 10/21/1998
FISERV INVESTOR SERVICES, INC. (HOUSTON TX)
CO
11/29/1996 - 09/15/1998
PATTERSON TRAVIS, INC. (ENGLEWOOD CO)
IA
Issued 06/04/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/04/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/27/1996
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
Not sure John Lewer is the right advisor for you? Invested Better is here to help.
