Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn T. Trzeciak is an investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. John has been in the financial services industry since 1997 and has held various roles at several firms including New England Securities, Prudential Securities Incorporated and Gruntal & Co., L.L.C.. John is registered with the Securities and Exchange Commission and holds the following securities licenses: Series 7, Series 63, Series 65 and SIE. John is a member of FINRA and holds licenses in 53 states. John primarily provides investment advice and portfolio management to high-net-worth individuals, corporations and other businesses, insurance companies, charitable organizations and pension and profit-sharing plans.
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
NJ
10/20/2009 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (PENNINGTON NJ)
NJ
10/25/2006 - 07/06/2009
E*TRADE SECURITIES LLC (JERSEY CITY NJ)
NY
06/06/2000 - 05/18/2001
NEW ENGLAND SECURITIES (NEW YORK NY)
NY
07/10/1998 - 05/04/1999
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
02/28/1997 - 05/18/1998
GRUNTAL & CO., L.L.C. (NEW YORK NY)
IA
Issued 10/12/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/22/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/2006
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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