Unclaimed
John G. McColskey is a financial advisor with over 25 years of experience in the financial services industry. John is currently registered with UBS Financial Services Inc. in Georgia and Texas. John has a broad range of experience including working with J.P. Morgan Securities LLC, ING Barings LLC, BT Alex. Brown Incorporated and Alex. Brown & Sons Incorporated. John holds several licenses including Series 3, Series 7, Series 30, Series 63, and Series 65.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
GA
07/18/2023 - Present
UBS Financial Services Inc. (ATLANTA GA)
GA
04/17/2015 - 12/16/2020
J.P. MORGAN SECURITIES LLC (ATLANTA GA)
NY
12/08/1997 - 09/22/1999
ING BARINGS LLC (NEW YORK NY)
MD
09/01/1997 - 04/08/1998
BT ALEX. BROWN INCORPORATED (BALTIMORE MD)
NA
08/12/1991 - 09/01/1997
ALEX. BROWN & SONS INCORPORATED
BC
Issued 06/04/2015
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/28/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/24/2012
Series 30 - NFA Branch Manager Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/2015
Series 7 - General Securities Representative Examination
BC
Issued 04/02/2012
Series 3 - National Commodity Futures Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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