Unclaimed
John Mahoney is a financial advisor with Park Avenue Securities LLC. John has been a financial advisor for over 30 years and has a deep understanding of the financial markets. John is licensed to provide investment advice in California, Connecticut, Florida, Illinois, New Jersey and New York. John specializes in providing financial planning, portfolio management for individuals and portfolio management for businesses. John is also a registered principal with the firm and holds the Series 7, 24, 63 and 66 licenses. John has experience working with individuals, high net worth individuals, corporations, and other businesses. John has a strong commitment to providing his clients with personalized service and helping them achieve their financial goals. In addition to his role at Park Avenue Securities, John is also the owner of Core One Consulting LLC, a business strategy consulting firm that works with financial services and fintech companies. John is a member of the Twin Lakes Association.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
1
2
NJ
09/06/2023 - Present
Park Avenue Securities LLC (WALL NJ)
NY
07/12/2022 - 03/13/2023
MAREX CAPITAL MARKETS INC. (NEW YORK NY)
NY
12/14/2010 - 12/05/2011
MF GLOBAL INC. (NEW YORK NY)
NJ
09/18/1990 - 07/06/1995
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
BOTH
Issued 09/02/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/28/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/26/2011
Series 24 - General Securities Principal Examination
BC
Issued 07/12/2022
Series 7TO - General Securities Representative Examination
BC
Issued 12/14/2021
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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