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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 Brock O'Leary is an investment advisor representative with Equitable Advisors, LLC and has been in the industry since 1970. John has earned the Series 65, SIE and Series 1 licenses, in addition to the Series 6TO license. John has been with Equitable Advisors, LLC since 2006. John previously worked with THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES. John's specialties include portfolio management for individuals and businesses, pension consulting and financial planning. John focuses on serving high net worth individuals, charitable organizations, individuals other than high net worth, corporations or other businesses, and pension and profit-sharing plans.
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.
1
2
MS
10/20/1980 - Present
Equitable Advisors, LLC (MERIDIAN MS)
NY
05/13/1970 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 08/25/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/06/1970
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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