Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Paul Shuhda is a financial advisor who has been in the industry for over 30 years. John Paul Shuhda currently works for Merrill Lynch, Pierce, Fenner & Smith Inc. John Paul Shuhda has also worked for Credit Suisse Securities (USA) LLC, Deutsche Bank Securities Inc., Robertson Stephens, Inc., Banc of America Securities LLC, Montgomery Securities, Salomon Brothers Municipals Inc, and Lynch, Jones & Ryan, Inc.. John Paul Shuhda has a wide range of experience and expertise in the financial services industry and is registered to provide investment advice in several states. John Paul Shuhda holds the Series 3, 7, and 66 licenses.
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
CA
09/07/2012 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SAN FRANCISCO CA)
CA
05/18/2009 - 12/04/2012
CREDIT SUISSE SECURITIES (USA) LLC (SAN FRANCISCO CA)
CA
07/25/2002 - 06/10/2009
DEUTSCHE BANK SECURITIES INC. (SAN FRANCISCO CA)
CA
06/09/1999 - 08/27/2002
ROBERTSON STEPHENS, INC. (SAN FRANCISCO CA)
NY
10/01/1997 - 06/17/1999
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
CA
04/04/1995 - 10/01/1997
MONTGOMERY SECURITIES (SAN FRANCISCO CA)
NA
11/10/1992 - 04/20/1995
SALOMON BROTHERS MUNICIPALS INC
NY
08/13/1992 - 04/20/1995
SALOMON BROTHERS INC. (NEW YORK NY)
NY
12/08/1988 - 01/28/1991
LYNCH, JONES & RYAN, INC. (NEW YORK NY)
BOTH
Issued 5/19/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 2/6/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/1992
Series 3 - National Commodity Futures Examination
BC
Issued 11/19/1988
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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