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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 Patrick Cashmere is a registered investment advisor representative (IAR) with Merrill Lynch, Pierce, Fenner & Smith Inc.. John Cashmere has been in the financial services industry since June 27, 2023. He is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 66, 7TO and SIE licenses. John Cashmere is registered in 45 states and the District of Columbia as a broker-dealer and investment advisor. He is also specialized in various financial services including Securities, Mutual Funds, Variable Annuities, Fixed Annuities, and Life Insurance. John Cashmere has worked for Northwestern Mutual, Evan Guthrie Law Firm, Strosniders Hardware, BCC Baseball, Kidball, Walt Whitman Highschool and the University of South Carolina.
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
DC
11/29/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (WASHINGTON DC)
BOTH
Issued 11/14/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/28/2023
Series 7TO - General Securities Representative Examination
BC
Issued 11/16/2022
SIE - Securities Industry Essentials 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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