Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn William Zuchlewski is a financial advisor with LPL Financial LLC in Buffalo, NY. John has been in the industry since 1995. John has a Series 65 and Series 63 licenses, and also holds a Series 53, Series 79TO and Series 7 licenses. John has experience working at M&T Securities, INC. in Buffalo, NY before joining LPL Financial LLC.
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.
Consulting and other non-discretionary advisory services
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.
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2
NY
08/05/2021 - Present
LPL Financial LLC (BUFFALO NY)
NY
02/03/1995 - 06/09/2021
M&T SECURITIES, INC. (BUFFALO NY)
IA
Issued 04/24/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/06/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/09/2004
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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