Unclaimed
John Bradley Collmer is an active Broker-Dealer and Investment Advisor representative at Citigroup Global Markets Inc. with an extensive career in the financial services industry since 2005. John is a Series 7, 9, 10, 24, 57TO, 63, 79 and SIE licensed professional. John is registered to conduct business in all 50 U.S. states, the District of Columbia, Puerto Rico, and the Virgin Islands. Previously, John has held positions at BOFA SECURITIES, INC., J.P. MORGAN SECURITIES LLC, J.P. MORGAN SECURITIES INC. and MOORS & CABOT, INC. John specializes in providing asset allocation advice, financial planning, pension consulting, selection of other advisers, 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.
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.
Asset allocation advice
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
MA
11/09/2021 - Present
Citigroup Global Markets Inc. (Boston MA)
MA
10/01/2019 - 10/26/2021
BOFA SECURITIES, INC. (BOSTON MA)
CA
10/01/2008 - 09/04/2019
J.P. MORGAN SECURITIES LLC (SAN FRANCISCO CA)
MA
09/20/2006 - 10/01/2008
J.P. MORGAN SECURITIES INC. (BOSTON MA)
MA
05/24/2005 - 08/28/2006
MOORS & CABOT, INC. (BOSTON MA)
BC
Issued 07/18/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/15/2021
Series 24 - General Securities Principal Examination
BC
Issued 06/29/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/01/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/2015
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 05/13/2005
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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