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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 McCafferty is a financial advisor at Edelman Financial Engines. John has been in the industry since 2006 and has worked for a number of firms, including E*TRADE Securities LLC, Sanders Morris Harris LLC, and EF Legacy Securities, LLC. John is registered with the state of Texas as an Investment Advisor Representative and with the state of Virginia as an Investment Advisor Representative.
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.
A percentage of the total value of assets under management is charged.
Set-up fees & related svcs; reimbursements for printed materials
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2
VA
11/01/2018 - Present
Edelman Financial Engines (ALEXANDRIA VA)
VA
04/22/2016 - 10/31/2018
EF LEGACY SECURITIES, LLC (ALEXANDRIA VA)
VA
05/12/2015 - 04/22/2016
SANDERS MORRIS HARRIS LLC (ALEXANDRIA VA)
DC
09/13/2011 - 05/12/2015
E*TRADE SECURITIES LLC (WASHINGTON DC)
DC
06/16/2006 - 07/21/2011
FIDELITY BROKERAGE SERVICES LLC (WASHINGTON DC)
BOTH
Issued 12/03/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/17/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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