Invested Better
Unclaimed

Unclaimed

Unclaimed

John G. O'Shaughnessy

Multi-Bank Securities, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you John? Claim Your Profile

About John G. O'Shaughnessy

John G. O'Shaughnessy is a financial advisor with Multi-Bank Securities, Inc. John has been in the securities industry since December 1992. John's previous employers include Morgan Stanley, Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., RBC Dain Rauscher Inc., Tucker Anthony Incorporated, Gibraltar Securities Co., HYM Financial, Inc., and GKN Securities Corp. John holds Series 7, Series 50, and Series 63 licenses. John's current employment began on December 1, 2014.

Firm Information

John O'Shaughnessy is currently registered with Multi-Bank Securities, Inc.. Multi-Bank Securities, Inc. is a corporation formed in 1987 and is registered to provide services in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

103

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

John O'Shaughnessy’s Registration & Firm History

NJ

12/01/2014 - Present

Multi-Bank Securities, Inc. (Parsippany NJ)

NJ

06/01/2009 - 12/03/2014

MORGAN STANLEY (MORRISTOWN NJ)

NJ

04/02/2007 - 06/01/2009

MORGAN STANLEY & CO. INCORPORATED (MORRISTOWN NJ)

NJ

06/16/2005 - 04/02/2007

MORGAN STANLEY DW INC. (MORRISTOWN NJ)

NY

03/09/2002 - 06/23/2005

RBC DAIN RAUSCHER INC. (NEW YORK NY)

MA

09/01/1999 - 03/09/2002

TUCKER ANTHONY INCORPORATED (BOSTON MA)

NJ

05/04/1994 - 09/01/1999

GIBRALTAR SECURITIES CO. (FLORHAM PARK NJ)

NJ

01/21/1993 - 05/03/1994

HYM FINANCIAL, INC. (CLIFTON NJ)

NY

12/09/1992 - 01/20/1993

GKN SECURITIES CORP. (NEW YORK NY)

Not sure if John G. O'Shaughnessy is right for you?

Licenses & Designations

BC

Issued 04/16/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/11/2017

Series 50 - Municipal Advisor Representative Qualification Exam

BC

Issued 12/03/1992

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John G. O'Shaughnessy.
Not sure if John G. O'Shaughnessy is right for you?