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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 Donnelly is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. John has been working in the financial industry since 1993. John has a broad range of experience, including investment advisory and brokerage services. John is licensed to provide investment advice in Florida and Texas. John holds a number of professional designations, including the Series 7, 63, 66, 24, 31, and SIE licenses. John has a long and successful career in the financial services industry, with a history of providing expert advice and guidance to clients. John is committed to providing his clients with the highest level of service and expertise, and is dedicated to helping them 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.
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
TX
10/13/2001 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (HOUSTON TX)
TX
07/22/1993 - 09/07/2001
CHASE SECURITIES OF TEXAS, INC. (HOUSTON TX)
BOTH
Issued 10/04/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/23/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/02/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 07/21/1993
Series 7 - General Securities 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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