Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Asa Post has been in the financial industry since 1983 and is currently a registered representative for Cadaret, Grant & CO., Inc. and Post Resch Tallon Group. John has a wide range of experience and licenses including Series 3, 7, 63 and 65 licenses, as well as the Securities Industry Essentials Examination. John is also a Registered Investment Advisor in New York. John provides financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals and businesses.
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.
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.
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2
NY
05/04/2021 - Present
Cadaret, Grant & CO., Inc. (PITTSFORD NY)
OH
09/04/1998 - 11/30/2004
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
NY
04/28/1997 - 09/04/1998
ESSEX CAPITAL MARKETS, INC. (ROCHESTER NY)
NY
06/06/1983 - 04/16/1997
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 05/11/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/25/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/05/1992
Series 3 - National Commodity Futures Examination
BC
Issued 05/21/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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