Unclaimed
John Russell Budziak is a financial professional with over 30 years of experience in the financial services industry. John is currently registered with Mack Investment Securities, Inc. and has been with the firm since June 2010. Prior to that, John was employed by Midwest Financial and Investment Services, Inc. and LaSalle St Securities, L.L.C. John has been registered with the Financial Industry Regulatory Authority (FINRA) since January 1988. He specializes in providing financial planning, market timing services, and publication of periodicals. John also offers portfolio management services for individuals and investment companies.
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.
Helps you choose top advisors aligned with your financial goals.
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.
1
2
IL
06/22/2010 - Present
MacK Investment Securities, Inc. (NORTHFIELD IL)
IL
03/25/1993 - 06/02/2010
MIDWEST FINANCIAL AND INVESTMENT SERVICES, INC. (INVERNESS IL)
IL
06/05/1991 - 07/22/1993
LASALLE ST SECURITIES, L.L.C. (ELMHURST IL)
IL
07/07/1988 - 04/22/1991
FIRST CHICAGO INVESTMENT SERVICES, INC. (CHICAGO IL)
NA
01/19/1988 - 03/07/1988
NORTHERN TRUST BROKERAGE, INC.
IA
Issued 09/20/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/29/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/16/1993
Series 4 - Registered Options Principal Examination
BC
Issued 09/18/1990
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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