Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Glenn MacRi is an investment advisor representative with Corient, licensed in New York and Texas. John has over 30 years of experience in the financial services industry. John has held various roles in the past, including positions with UBS Financial Services Inc., Benjamin Securities, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. John is a Certified Financial Planner and holds the Series 63, Series 65, Series 7 and SIE licenses. John is currently affiliated with Corient, a firm with a wide range of investment services. Corient provides advisory services to high-net-worth individuals, insurance companies, pension and profit-sharing plans, charitable organizations, corporations, other businesses, and pooled investment vehicles.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
% of assets under advisement
1
2
NY
06/14/2023 - Present
Corient (Garden City NY)
NY
05/15/2015 - 10/31/2016
PURSHE KAPLAN STERLING INVESTMENTS (Garden City NY)
NY
06/24/1985 - 05/29/2015
UBS FINANCIAL SERVICES INC. (UNIONDALE NY)
NA
02/20/1985 - 07/17/1985
BENJAMIN SECURITIES, INC.
NA
10/25/1984 - 04/12/1985
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 02/18/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/01/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/31/2016
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/1984
Series 7 - General Securities Representative Examination
Active
Inactive
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