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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 Joseph Hallahan is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc.. John is a registered representative and investment advisor representative in the state of Pennsylvania. John has over 30 years of experience in the financial services industry. John has a Series 7, Series 63 and Series 65 licenses and has earned his Securities Industry Essentials (SIE) exam. John specializes in providing financial advice to individuals, families, and businesses. John is committed to helping his clients reach their financial 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
PA
06/19/2017 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (CAMP HILL PA)
CT
08/13/1994 - 02/01/1995
ADVEST, INC. (HARTFORD CT)
NY
10/04/1989 - 04/04/1991
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED (NEW YORK NY)
IA
Issued 07/21/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/05/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/1994
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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