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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 McCallion has been a registered financial advisor for over 35 years. John currently works at Ameriprise Financial Services, LLC and has been with the firm since 2015. John's previous experience includes working at Morgan Stanley and Citigroup Global Markets Inc. John is registered to provide investment advisory services in Florida, Illinois, and Texas. John is also registered as a securities agent in 30 states. John offers a variety of financial planning services, including asset allocation, portfolio management, and pension consulting. John has a commitment to providing personalized financial advice to help individuals and families achieve their financial goals.
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.
Asset allocation services
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
IL
02/27/2015 - Present
Ameriprise Financial Services, LLC (DOWNERS GROVE IL)
IL
06/01/2009 - 03/11/2015
MORGAN STANLEY (NAPERVILLE IL)
IL
08/04/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NAPERVILLE IL)
IL
10/18/1995 - 08/09/2006
MORGAN STANLEY DW INC. (OAK BROOK IL)
NY
09/09/1992 - 10/26/1995
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
11/20/1985 - 09/18/1992
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 02/01/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/20/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/1985
Series 3 - National Commodity Futures Examination
BC
Issued 11/16/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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