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John D Held is a financial_advisor professional located in Jupiter, FL. They specialize in financial advisory. With over 14 years of experience, they bring deep expertise to every client.
John D Held - Pnc Wealth Management Llc holds an active professional license (FINRA CRD) for your protection.
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John D Held operates PNC Wealth Management LLC in Jupiter, Florida, offering financial advisory services. With 14 years in the financial services industry, Held brings substantial experience to wealth management and financial planning. The firm is registered with FINRA, the Financial Industry Regulatory Authority, which oversees broker-dealers and investment advisors across the United States. This registration reflects compliance with federal securities regulations and industry standards for financial professionals.
John D Held holds a FINRA CRD registration, which stands for Central Registration Depository. This designation indicates that the advisor is registered with FINRA, the primary regulatory body overseeing investment professionals in the United States. FINRA registration requires passing qualifying examinations and maintaining compliance with strict conduct and disclosure rules. This registration allows Held to operate as a financial advisor while remaining subject to ongoing regulatory oversight, audits, and continuing education requirements to protect consumers and maintain industry standards.