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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 Cooney is a financial advisor with over 17 years of experience in the financial services industry. John is currently registered with Cambridge Investment Research Advisors, Inc. and is also a Registered Representative with FINRA. Prior to joining Cambridge, John was employed by Morgan Stanley Smith Barney, Citigroup Global Markets Inc., and Legg Mason Wood Walker, Incorporated. John's experience includes working with individual investors, retirement plans, and charitable organizations. John's registrations include Florida, Massachusetts, New Jersey, New York, North Carolina, and South Carolina.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
MA
04/16/2013 - Present
Cambridge Investment Research Advisors, Inc. (Worcestor MA)
NY
06/01/2009 - 10/15/2010
MORGAN STANLEY SMITH BARNEY (PURCHASE NY)
NY
02/21/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
MD
10/06/2004 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
BOTH
Issued 11/18/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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