Unclaimed
John Gregory Coburn is a financial advisor with Equitable Advisors, LLC. John has been in the financial services industry since 1992 and has a strong track record of providing sound financial advice to clients. John's expertise spans a broad range of financial services, including financial planning, portfolio management, and pension consulting. John holds a variety of licenses and certifications, including the Series 63, Series 65, Series 7, Series 24, Series 26, and Series 53. John is committed to helping clients achieve their financial goals and has a proven ability to build strong relationships with clients.
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.
1
2
OK
09/19/2022 - Present
Equitable Advisors, LLC (OKLAHOMA CITY OK)
NY
06/08/1992 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
NA
12/05/1991 - 02/01/1992
F.N. WOLF & CO., INC.
IA
Issued 07/06/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/11/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/27/2002
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/29/1999
Series 24 - General Securities Principal Examination
BC
Issued 12/01/1995
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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