Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn David Cooney is a financial advisor with over 35 years of experience in the industry. John is currently registered with Bleakley Financial Group, LLC in both a broker-dealer and investment advisor capacity. John is also registered with FINRA and is a Registered Representative of Bleakley Financial Group. John's previous experience includes time spent at LPL Financial and Northwestern Mutual Investment Services, LLC, where he was a financial advisor. John has a strong background in providing financial advice and investment management services. He specializes in working with high-net-worth individuals, families, and businesses. John provides a variety of financial services, including financial planning, investment management, and retirement planning. He is also a Registered Principal of Bleakley Financial Group and has completed the SIE and Series 7 exams. John has earned multiple designations in the financial industry and has a strong commitment to providing personalized financial advice to his clients.
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.
Non-investment consulting/implementation 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.
1
2
NJ
06/29/2022 - Present
Bleakley Financial Group, LLC (Morristown NJ)
NJ
07/26/1986 - 02/28/2015
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (FAIRFIELD NJ)
WI
08/06/1986 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
NA
10/22/1985 - 08/02/1986
USLIFE EQUITY SALES CORP.
BOTH
Issued 08/29/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/01/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/22/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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