Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Patrick Revis is an investment advisor representative registered with UBS Financial Services Inc.. John has been in the industry since March 25, 2007. John currently works out of the UBS Financial Services Inc. branch office in Weehawken, New Jersey. John has passed the Series 66, Series 4, Series 10, Series 9, SIE and Series 7 exams. John has been registered in the state of New Jersey since July 15, 2013 and New York since July 15, 2013. John also holds an investment advisor registration in New Jersey since July 26, 2013. Prior to joining UBS Financial Services Inc., John worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated from March 12, 2007 to July 1, 2013.
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.
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.
See schedule d - miscellaneous
1
2
NJ
07/26/2013 - Present
UBS Financial Services Inc. (WEEHAWKEN NJ)
NJ
03/12/2007 - 07/01/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SHORT HILLS NJ)
BOTH
Issued 07/28/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/26/2013
Series 4 - Registered Options Principal Examination
BC
Issued 05/12/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/13/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/09/2007
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure John Revis is the right advisor for you? Invested Better is here to help.
