Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Val Hereza is a registered investment advisor representative with PNC Investments. John has been in the industry since 1986, and is registered with the state of Michigan as both a broker-dealer and an investment advisor representative. John is a Series 6, 7, 22, 63 and 65 licensed professional. John is currently employed with PNC Investments in Saginaw, Michigan and has previously been employed by NATCITY INVESTMENTS, INC., NATCITY INSURANCE SERVICES, INC., EQUICO SECURITIES, INC., and THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES.
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.
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.
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.
A percentage of the total value of assets under management is charged.
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MI
09/03/2010 - Present
PNC Investments (SAGINAW MI)
MI
04/21/1998 - 11/13/2009
NATCITY INVESTMENTS, INC. (SAGINAW MI)
OH
02/07/1991 - 12/31/2001
NATCITY INSURANCE SERVICES, INC. (CLEVELAND OH)
NY
03/21/1986 - 10/09/1990
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
03/21/1986 - 10/09/1990
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 07/26/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/24/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/1991
Series 7 - General Securities Representative Examination
BC
Issued 12/11/1987
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 01/23/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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