Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn James Shanley is a financial advisor with Connecticut Wealth Management, LLC. John has over 10 years of experience in the financial services industry. John is a Certified Financial Planner and holds the Series 7, Series 63, and Series 65 licenses. John specializes in providing financial planning and investment management services to individuals, families, and businesses. John is committed to providing his clients with personalized service and helping them achieve their financial goals.
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.
Personalized portfolio management to meet individual financial objectives.
Assets under advisement
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.
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CT
07/16/2019 - Present
Connecticut Wealth Management, LLC (FARMINGTON CT)
CT
02/27/2012 - 06/23/2015
FIDELITY BROKERAGE SERVICES LLC (STAMFORD CT)
IA
Issued 08/01/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/30/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/23/2015
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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