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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 Paul Gilligan is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. based in Jacksonville, FL. John Paul Gilligan is a Series 66, 9 and 10 licensed professional and has been in the securities industry since 2017. John Paul Gilligan is a Registered Representative and Investment Advisor Representative and is registered in all 50 states. John Paul Gilligan specializes in working with high-net-worth individuals, corporations, and businesses, as well as pension and profit-sharing plans. John Paul Gilligan is also an experienced advisor in the areas of education seminars, selection of other advisors, and portfolio management.
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
FL
07/13/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (JACKSONVILLE FL)
BOTH
Issued 08/05/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/18/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/21/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/09/2022
Series 7TO - General Securities Representative Examination
BC
Issued 05/06/2022
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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