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 registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. John has been in the securities industry since August 1, 1996. John is a licensed securities representative in 53 states and is also a registered investment advisor representative in Florida and Texas. John is affiliated with the Jacksonville, FL branch office of Merrill Lynch. In addition to securities registration, John is also a registered principal with FINRA.
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 06/19/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/12/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/23/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/22/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/19/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/1996
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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