Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Vincent McManmon iii has been in the financial industry since 1995. John is currently registered with Charles Schwab & CO., Inc., and has held previous positions with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, ROBERTSON STEPHENS, INC. and BANC OF AMERICA SECURITIES LLC. John Vincent McManmon iii is licensed in 53 states to offer securities and investment advisory services. John has earned the following licenses: Series 7, Series 31, Series 63, Series 65, and Series 66. John is a financial advisor with over two decades of experience serving investors.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
AL
03/08/2022 - Present
Charles Schwab & CO., Inc. (Mobile AL)
NY
08/13/2002 - 09/08/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
CA
06/02/2000 - 08/13/2002
ROBERTSON STEPHENS, INC. (SAN FRANCISCO CA)
NY
06/07/1999 - 06/05/2000
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
NY
05/09/1996 - 06/09/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
01/20/1995 - 05/13/1996
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BC
Issued 07/15/2020
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/11/2011
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 01/23/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/22/2020
Series 7TO - General Securities Representative Examination
BC
Issued 02/24/2020
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/1995
Series 31 - Futures Managed Funds Examination
BC
Issued 01/18/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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