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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon Raymond Veneziano is a financial advisor with over 24 years of experience in the industry. Jon is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. in LAKE MARY, FL. Prior to that, Jon worked at BANC OF AMERICA INVESTMENT SERVICES, INC., MORGAN STANLEY DW INC., and ALEXANDER, WESCOTT, & CO., INC. Jon has a wide range of experience in the financial services industry and is committed to providing his clients with personalized financial advice. Jon is licensed to provide investment advice in Alabama, Arizona, California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Kentucky, Maryland, Massachusetts, Michigan, Missouri, New York, North Carolina, Ohio, Oregon, Pennsylvania, Puerto Rico, South Carolina, Tennessee, Texas, Utah, and Virginia.
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
FL
11/29/2011 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (LAKE MARY FL)
FL
04/04/2003 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (EUSTIS FL)
NY
04/14/1999 - 04/08/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
01/06/1998 - 09/24/1998
ALEXANDER, WESCOTT, & CO., INC. (UTICA NY)
IA
Issued 05/05/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/07/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 01/05/1998
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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