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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Boyle McNeill is a financial advisor based in Boston, MA. John has been working in the financial services industry since 1991, and currently works at Robert W. Baird & Co. Inc.. John has experience working at a number of firms including STIFEL, NICOLAUS & COMPANY, INCORPORATED, RAYMOND JAMES & ASSOCIATES, INC., KEEFE, BRUYETTE & WOODS, INC., FTN FINANCIAL SECURITIES CORP, HSBC SECURITIES (USA) INC., BNY CAPITAL MARKETS INC., HOENIG & CO., INC., R. W. PRESSPRICH & CO., INC., LEHMAN GOVERNMENT SECURITIES INC., LEHMAN BROTHERS INC., and LEHMAN SPECIAL SECURITIES INC. John is registered with the state of Massachusetts and 14 other states.
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.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
MA
05/19/2015 - Present
Robert W. Baird & Co. Inc. (BOSTON MA)
MA
08/10/2012 - 05/28/2015
STIFEL, NICOLAUS & COMPANY, INCORPORATED (BOSTON MA)
MA
03/10/2008 - 08/07/2012
RAYMOND JAMES & ASSOCIATES, INC. (BOSTON MA)
MA
10/11/2004 - 03/05/2008
KEEFE, BRUYETTE & WOODS, INC. (BOSTON MA)
TN
05/23/2002 - 09/21/2004
FTN FINANCIAL SECURITIES CORP (MEMPHIS TN)
NY
09/14/2000 - 05/23/2002
HSBC SECURITIES (USA) INC. (NEW YORK CITY NY)
NY
06/30/1999 - 04/17/2000
BNY CAPITAL MARKETS INC. (NEW YORK NY)
NY
11/29/1995 - 01/12/1999
HOENIG & CO., INC. (NEW YORK NY)
NY
08/19/1994 - 06/23/1995
R. W. PRESSPRICH & CO., INC. (NEW YORK NY)
NA
12/19/1989 - 07/20/1994
LEHMAN GOVERNMENT SECURITIES INC.
NY
09/25/1989 - 07/20/1994
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
12/19/1989 - 07/18/1994
LEHMAN SPECIAL SECURITIES INC.
BC
Issued 01/18/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/14/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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