Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Merendino is a financial advisor with over 25 years of experience in the industry. John is currently registered with Wells Fargo Clearing Services, LLC and is active in both Broker-Dealer and Investment Advisor capacities. John has previously worked for firms including PNC Investments, CUNA Brokerage Services, Inc., Cetera Investment Services LLC, and LPL Financial LLC. John has a strong track record of helping clients achieve their financial goals and is dedicated to providing personalized service.
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.
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.
Investment consulting services to institutional clients
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.
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2
FL
10/16/2023 - Present
Wells Fargo Clearing Services, LLC (STUART FL)
FL
08/26/2020 - 10/02/2023
PNC INVESTMENTS (PORT ST. LUCIE FL)
FL
01/16/2020 - 08/25/2020
CUNA BROKERAGE SERVICES, INC. (Fort Pierce FL)
NY
12/01/2017 - 01/03/2020
CETERA INVESTMENT SERVICES LLC (GARDEN CITY NY)
NY
11/11/2016 - 12/07/2017
INFINEX INVESTMENTS, INC. (NEW HYDE PARK NY)
NY
01/13/2016 - 11/01/2016
CAPITAL ONE INVESTING, LLC (COMMACK NY)
FL
05/12/2014 - 09/30/2015
LPL FINANCIAL LLC (INDIAN HARBOR BEACH FL)
NY
03/14/2002 - 04/25/2014
ESSEX NATIONAL SECURITIES, LLC (FLUSHING NY)
MA
04/03/2001 - 10/16/2001
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
12/18/1997 - 03/22/2001
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
KS
03/12/1997 - 03/24/1997
WINCHESTER INVESTMENT SECURITIES, INC. (OVERLAND PARK KS)
NJ
08/01/1996 - 01/29/1997
INVESTORS ASSOCIATES, INC. (HACKENSACK NJ)
NY
03/13/1996 - 08/16/1996
GREENWAY CAPITAL CORP. (NEW YORK CITY NY)
IA
Issued 12/12/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/08/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/1996
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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