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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 Steven Voralik is an investment advisor representative at Mercer Global Advisors Inc. John Steven Voralik is registered with the state of California and has been in the industry for 4 years. John Steven Voralik is also a co-trustee for Voralik Family Trust, a trust that owns commercial real estate rental properties. John Steven Voralik has a series 66 and a Series 7TO license. John Steven Voralik has a SIE license. John Steven Voralik previously worked at D.A. Davidson & Co. in Pasadena, CA. John Steven Voralik has experience in the following areas: portfolio management for individuals, financial planning, pension consulting, educational seminars, trust services, estate planning, and tax return preparation. John Steven Voralik has a bachelor's degree from UCLA Anderson School. John Steven Voralik has experience in the following industries: Financial Services, Education, and Entertainment. John Steven Voralik's specialization includes the following: Retirement planning, Investment planning, Education planning, Insurance planning, Estate planning, Tax planning, and Financial planning for women.
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.
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.
Trust services, estate planning, tax return preparation, consultation
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.
A percentage of the total value of assets under management is charged.
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2
CO
04/19/2022 - Present
Mercer Global Advisors Inc. (DENVER CO)
CA
05/29/2020 - 07/12/2021
D.A. DAVIDSON & CO. (PASADENA CA)
BOTH
Issued 07/02/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/05/2024
Series 7TO - General Securities Representative Examination
BC
Issued 01/23/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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