Unclaimed
John Minervini is a registered representative of Merrill Lynch, Pierce, Fenner & Smith Inc. John has been in the securities industry since October 29, 2006. John has experience working with individuals, high net worth individuals, businesses, corporations, insurance companies, charitable organizations, pension plans, and government entities. John is registered in Georgia and Texas. John has passed the Series 6, 7, and 66 exams.
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
GA
01/25/2013 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (KENNESAW GA)
GA
01/25/2008 - 05/15/2008
GPC SECURITIES, INC. (ATLANTA GA)
NJ
07/22/1996 - 10/16/1997
ADP BROKER-DEALER, INC. (ROSELAND NJ)
BOTH
Issued 05/13/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/2008
Series 7 - General Securities Representative Examination
BC
Issued 07/19/1996
Series 6 - Investment Company Products/Variable Contracts 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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