Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Pierce Jonza is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. John has been in the securities industry since June 4, 2014. John has a Series 7, 63, 6, and 66 license and has passed the Securities Industry Essentials Examination. John's registrations include California, Connecticut, Florida, New Jersey, and New York. John has held prior positions at RNR Securities, L.L.C., Paulson Investment Company, Inc., GWN Securities Inc., NYLIFE Securities LLC, and New England Securities.
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
NY
01/03/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (LYNBROOK NY)
NY
10/01/2019 - 11/15/2021
RNR SECURITIES, L.L.C. (EAST MEADOW NY)
NY
09/09/2011 - 02/29/2012
PAULSON INVESTMENT COMPANY, INC. (HAUPPAUGE NY)
NY
02/14/2011 - 09/09/2011
GWN SECURITIES INC. (HAUPPAUGE NY)
NY
08/24/2005 - 04/03/2009
NYLIFE SECURITIES LLC (JERICHO NY)
NY
10/20/2004 - 07/06/2005
NEW ENGLAND SECURITIES (NEW YORK NY)
BOTH
Issued 01/07/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/30/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/03/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/26/2019
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/2004
Series 6 - Investment Company Products/Variable Contracts 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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