Unclaimed
John Adam MacKintosh is a financial advisor with On Investment Management Co. located in Cincinnati, Ohio. John has been in the financial services industry since 1993. John is registered as a registered representative and investment advisor representative in Kentucky and Ohio. John has passed several professional licensing exams including Series 6, 7, 10, 24, 63, and 66. John previously worked for Fidelity Brokerage Services LLC in Blue Ash, Ohio. John specializes in providing financial advice to high-net-worth individuals, corporations, and charitable organizations. John is affiliated with ON Investment Management Co. which has approximately 15930 clients and $2.19 billion in assets under management.
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.
Personalized portfolio management to meet individual financial objectives.
Morningstar investment services llc, sei, assetmark, brinker capital, bny mellon advisors, inc, symmetry partners, envestnet
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.
A percentage of the total value of assets under management is charged.
1
2
OH
02/11/2009 - Present
ON Investment Management Co. (CINCINNATI OH)
OH
11/06/1992 - 02/11/2008
FIDELITY BROKERAGE SERVICES LLC (BLUE ASH OH)
BOTH
Issued 02/09/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/05/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/12/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/29/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/1993
Series 7 - General Securities Representative Examination
BC
Issued 10/13/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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