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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn James Coolahan is an investment advisor representative with Columbia Management Investment Advisers, LLC. John has been in the financial services industry since May 1, 2021. John is licensed in Massachusetts as an Investment Advisor Representative. John is registered with Financial Industry Regulatory Authority (FINRA) as a General Securities Representative. John is also registered as a Registered Representative in Massachusetts, New Jersey, North Carolina and South Carolina. John has passed the Uniform Securities Agent State Law Examination (Series 63), the General Securities Representative Examination (Series 7), the Securities Industry Essentials Examination (SIE), and the Uniform Investment Adviser Law Examination (Series 65). John has experience with Fidelity Brokerage Services LLC and MORGAN STANLEY.
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.
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.
Strategic management for diversified investment portfolios.
Asset liability management, credit analysis & asset allocation svcs
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.
1
2
MA
02/15/2022 - Present
Columbia Management Investment Advisers, LLC (BOSTON MA)
PA
05/10/2021 - 11/30/2021
MORGAN STANLEY (Berwyn PA)
NH
02/26/2021 - 03/25/2021
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
IA
Issued 07/27/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/23/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/25/2021
Series 7TO - General Securities Representative Examination
BC
Issued 06/01/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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