Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Matusiak is a financial professional with over 20 years of experience in the industry. John is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Incorporated, where John has been employed since March 2007. John has a wide range of experience in the financial services industry, having previously worked at Scottrade, Inc., Grayson Financial LLC, and M.S. Farrell & Company, Inc. John is registered with the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). John holds several industry licenses and designations, including the Series 7, Series 10, Series 24, and Series 63 licenses. John is also a registered investment advisor in Florida and Texas. John is committed to providing clients with personalized financial advice and investment management services. John is also registered as an investment advisor in Florida and Texas.
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
FL
06/20/2007 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (JACKSONVILLE FL)
VA
04/24/1999 - 09/22/2006
SCOTTRADE, INC. (VIENNA VA)
NJ
09/03/1998 - 04/28/1999
GRAYSON FINANCIAL LLC (RED BANK NJ)
NY
01/09/1996 - 08/27/1998
M.S. FARRELL & COMPANY, INC. (SYOSSET NY)
BOTH
Issued 6/19/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 1/12/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 5/23/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 4/22/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 6/19/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/5/1996
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
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