Unclaimed
John Zavolas is a financial advisor with RBC Capital Markets, LLC. John has been in the financial services industry since April 2013. John is registered with FINRA and holds the Series 7 and Series 66 licenses, as well as the SIE designation. Prior to joining RBC Capital Markets, LLC, John worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and UBS Financial Services Inc. John provides a range of services, including financial planning, portfolio management, and investment advisory services. John specializes in providing financial advice to high net worth individuals, corporations, and institutional clients. John is committed to helping clients achieve their financial goals.
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.
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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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.
A percentage of the total value of assets under management is charged.
1
2
FL
08/25/2022 - Present
RBC Capital Markets, LLC (PALM BEACH GARDENS FL)
FL
09/09/2013 - 04/23/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JUPITER FL)
NJ
04/26/2013 - 09/20/2013
UBS FINANCIAL SERVICES INC. (PARAMUS NJ)
BOTH
Issued 05/04/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/2013
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX PEARL, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, 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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