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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 Matthew Jolliffe is an investment advisor representative with PNC Investments. John has been in the industry since 1994. John is registered with the state of Ohio, as well as the state of Pennsylvania. John has been with PNC Investments since October 2019. Prior to that, John was employed by Citizens Securities, Inc. and Fifth Third Securities, Inc. John holds a Series 63 and a Series 65 license.
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.
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.
A percentage of the total value of assets under management is charged.
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2
OH
10/29/2019 - Present
PNC Investments (CLEVELAND OH)
OH
11/03/2017 - 10/21/2019
CITIZENS SECURITIES, INC. (TOLEDO OH)
OH
09/12/2014 - 11/28/2017
FIFTH THIRD SECURITIES, INC. (LAKEWOOD OH)
OH
10/05/2009 - 08/14/2014
AMERIPRISE FINANCIAL SERVICES, INC. (WESTLAKE OH)
OH
04/14/1994 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (MAYFIELD OH)
IA
Issued 01/19/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/22/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/22/1996
Series 24 - General Securities Principal Examination
BC
Issued 11/28/1995
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 04/13/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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