Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Doran is a financial advisor with over 20 years of experience in the financial services industry. John holds the Series 7, 24, 63 and 65 licenses, and is a Certified Financial Planner and a Chartered Financial Consultant. He is currently registered with J.P. Morgan Securities LLC and has previously worked with Edward Jones, ING Financial Partners, Inc., Hartford Equity Sales Company Inc., Signator Investors, Inc., Guardian Investor Services LLC, The Dreyfus Service Corporation, CIBC Oppenheimer Corp., W.J. Nolan & Company, Inc., and Gaines, Berland Inc. John specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors. He is dedicated to helping clients achieve their financial goals and works with a variety of clients including individuals, families, businesses, and non-profit 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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
08/11/2020 - Present
J.p. Morgan Securities LLC (NEW CITY NY)
NY
05/16/2017 - 11/30/2017
EDWARD JONES (BAYSIDE NY)
FL
10/18/2012 - 09/02/2015
J.P. MORGAN SECURITIES LLC (TAMPA FL)
MN
02/14/2011 - 09/13/2012
ING FINANCIAL PARTNERS, INC. (STILLWATER MN)
NY
03/15/2005 - 02/03/2011
HARTFORD EQUITY SALES COMPANY INC. (HAUPPAUGE NY)
MA
11/29/2004 - 02/01/2005
SIGNATOR INVESTORS, INC. (BOSTON MA)
NY
05/23/2001 - 02/26/2003
GUARDIAN INVESTOR SERVICES LLC (NEW YORK NY)
NY
07/08/1998 - 01/19/2000
THE DREYFUS SERVICE CORPORATION (NEW YORK NY)
NY
10/31/1997 - 02/06/1998
CIBC OPPENHEIMER CORP. (NEW YORK NY)
NY
02/13/1997 - 05/02/1997
W.J. NOLAN & COMPANY, INC. (NEW YORK NY)
NY
02/08/1996 - 05/01/1996
GAINES, BERLAND INC. (BETHPAGE NY)
IA
Issued 08/10/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/21/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/14/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/1996
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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