Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn R Hudspeth is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. John has been in the financial industry since 1981. John is registered as a broker-dealer and investment advisor in multiple states. John is a Series 7, 8, 63, and 65 licensed advisor and has been with the firm since 1979. John has also been registered with Bank of America, N.A. In addition to working with clients on their financial planning, John has also worked with businesses on their portfolio management. John is also involved in real estate investing and is a principal signatory for Rosewood Equities LLC.
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
08/23/1990 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (Marco island FL)
IA
Issued 09/29/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/15/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/25/1986
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/1981
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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