Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Wayne Durkota is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. John has been in the securities industry since 1991. John is a registered representative and investment advisor representative in Georgia and Texas. John is also a licensed life coach. John has experience working with a variety of clients, including individuals, families, businesses, and institutions. John provides a range of services, including financial planning, investment management, and retirement planning.
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
GA
06/28/2013 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (ATLANTA GA)
GA
05/04/2001 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (ATLANTA GA)
OH
04/22/1998 - 05/24/2001
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
OH
03/01/1996 - 05/24/2001
NATCITY INSURANCE SERVICES, INC. (CLEVELAND OH)
NJ
03/22/1991 - 10/16/1995
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
03/22/1991 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 04/25/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/06/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/1996
Series 7 - General Securities Representative Examination
BC
Issued 02/28/1991
Series 6 - Investment Company Products/Variable Contracts 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
Not sure John Durkota is the right advisor for you? Invested Better is here to help.
