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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 Kehoe is a financial advisor with Ameritas Advisory Services, LLC, a company that provides advisory services to individuals, corporations and other entities. John has been in the financial services industry for over 20 years and holds a number of licenses and designations, including the Series 6, 7, 22, 63, and 65. His current role at Ameritas includes providing financial planning and investment advice to clients. Prior to joining Ameritas, John worked with various financial institutions including Portsmouth Financial Services, Northern Lights Distributors, LLC, and Ceros Financial Services, Inc. John specializes in providing a variety of financial planning and investment management services to his clients, including retirement planning, college savings, and estate planning.
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.
Solicitor fees
1
2
CA
11/18/2024 - Present
Ameritas Advisory Services, LLC (Folsom CA)
CA
06/03/2022 - 12/31/2022
PORTSMOUTH FINANCIAL SERVICES (SAN FRANCISCO CA)
NE
03/24/2022 - 05/31/2022
NORTHERN LIGHTS DISTRIBUTORS, LLC (ELKHORN NE)
CA
09/13/2021 - 03/18/2022
CEROS FINANCIAL SERVICES, INC. (San Francisco CA)
PA
05/21/2001 - 12/01/2004
SEI INVESTMENTS DISTRIBUTION CO. (OAKS PA)
MA
03/18/1993 - 01/19/2001
BOSTON CAPITAL SERVICES,INC. (BOSTON MA)
BC
Issued 06/20/2021
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/05/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/11/2021
Series 7TO - General Securities Representative Examination
BC
Issued 08/16/2021
SIE - Securities Industry Essentials Examination
BC
Issued 01/12/2004
Series 7 - General Securities Representative Examination
BC
Issued 03/15/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/15/1993
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
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