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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 Caffrey is an Investment Advisor Representative affiliated with Miracle Mile Advisors, LLC. John has been in the industry since 1992 and has a wealth of experience in financial planning and portfolio management. John holds the Series 6, 7, 63 and SIE licenses, and is a Certified Financial Planner. John's previous experience includes positions at Purshe Kaplan Sterling Investments and Great American Advisors. Currently, John is registered with the State of New York. John specializes in providing financial planning and portfolio management services to individuals, businesses, insurance companies, pension and profit-sharing plans, and charitable organizations.
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.
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
CA
11/24/2021 - Present
Miracle Mile Advisors, LLC (LOS ANGELES CA)
NY
11/16/2005 - 12/15/2021
PURSHE KAPLAN STERLING INVESTMENTS (HAUPPAUGE NY)
OH
02/15/2005 - 11/18/2005
GREAT AMERICAN ADVISORS, INC. (CINCINNATI OH)
IL
07/13/1992 - 02/15/2005
PMG SECURITIES CORPORATION (ELGIN IL)
NA
07/24/1985 - 03/27/1986
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
BC
Issued 07/22/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/1998
Series 7 - General Securities Representative Examination
BC
Issued 07/09/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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