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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 McLaughlin is a financial advisor with over 39 years of experience in the industry. John is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc., and has been with the firm since April 2010. Prior to this, John was with Johnston, Lemon & Co. Incorporated for over 22 years. John is a Series 63 and 65 licensed investment advisor representative, as well as a Series 7 licensed general securities representative. John also holds the SIE exam and is a registered investment advisor in Florida, Maryland, and Texas. John has been recognized for his commitment to providing excellent client service and has been consistently ranked among the top advisors in the industry.
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
MD
04/15/2010 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NORTH BETHESDA MD)
DC
05/09/1988 - 04/14/2010
JOHNSTON, LEMON & CO. INCORPORATED (WASHINGTON DC)
NA
01/19/1983 - 05/13/1988
BELLAMAH, NEUHAUSER & BARRETT, INC.
IA
Issued 09/13/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/10/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/15/1983
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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