Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Joseph Kacinski is a financial advisor with UBS Financial Services Inc. located in DALLAS, TX. John has been in the financial services industry since September 19, 1984. John's current role is as a registered representative for UBS Financial Services Inc. John previously worked at CITIGROUP GLOBAL MARKETS INC. and LEHMAN BROTHERS INC. John holds licenses for both securities and investment advisory services. John's expertise includes a range of financial planning services including portfolio management for both individuals and businesses, pension consulting, educational seminars and selection of other advisors. John's specializations include areas like Investment advisory services, Securities brokerage services, Insurance products, Fixed income securities, Mutual funds and Securities.
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.
Comprehensive financial plans to help you achieve your personal and business 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.
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.
See schedule d - miscellaneous
1
2
TX
01/22/2009 - Present
UBS Financial Services Inc. (DALLAS TX)
TX
07/31/1993 - 02/10/2009
CITIGROUP GLOBAL MARKETS INC. (DALLAS TX)
NY
09/20/1984 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 06/09/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/18/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/1984
Series 3 - National Commodity Futures Examination
BC
Issued 09/15/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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