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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 Joseph Colleary is a financial professional with over 30 years of experience in the industry. John is currently registered with Alamo Capital and is based in Walnut Creek, CA. John has experience working with a variety of clients including high-net-worth individuals, charitable organizations, and individuals other than high-net-worth. John provides financial planning, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
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.
A percentage of the total value of assets under management is charged.
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CA
08/16/2017 - Present
Alamo Capital (WALNUT CREEK CA)
NY
10/22/2013 - 07/31/2017
RAFFERTY CAPITAL MARKETS, LLC (NEW YORK NY)
NY
09/07/2011 - 10/23/2013
PRAGER & CO., LLC (NEW YORK NY)
NY
12/10/2009 - 08/18/2011
NORTH RIDGE SECURITIES CORP. (MELVILLE NY)
NY
10/05/2005 - 12/31/2008
NORTH RIDGE SECURITIES CORP. (MELVILLE NY)
FL
06/08/2005 - 08/22/2005
GUNNALLEN FINANCIAL, INC (TAMPA FL)
NY
07/17/1997 - 06/01/2005
MAXCOR FINANCIAL INC. (NEW YORK NY)
NA
11/14/1994 - 07/09/1997
DAIN BOSWORTH INCORPORATED
IL
02/27/1991 - 11/14/1994
CLAYTON BROWN & ASSOCIATES, INC. (CHICAGO IL)
NY
07/20/1990 - 02/21/1991
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
MD
08/12/1989 - 06/20/1990
CHASE SECURITIES, INC. (NEW YORK MD)
NY
01/01/1988 - 06/06/1989
THOMSON MCKINNON SECURITIES INC. (NEW YORK NY)
NA
10/09/1986 - 02/06/1988
E. F. HUTTON & COMPANY INC
NA
04/04/1985 - 10/07/1986
KIDDER, PEABODY & CO. INCORPORATED
NA
01/23/1984 - 04/22/1985
DEAN WITTER REYNOLDS INC.
NA
05/10/1982 - 10/24/1983
FIRST ALBANY CORPORATION
NA
07/26/1981 - 05/11/1982
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION
BC
Issued 06/02/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/25/1983
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/1979
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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