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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 McKenna is a financial advisor with Rockefeller Financial LLC and has over 25 years of experience in the industry. John has a wide range of experience in financial services, including investment advisory, securities, and operations. John's expertise lies in advising individuals, families, and businesses on a variety of financial planning and investment needs. Prior to joining Rockefeller Financial LLC, John worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Citigroup Global Markets Inc., Banc of America Investment Services, Inc., and NationsSecurities. John is committed to providing clients with personalized and comprehensive financial advice.
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.
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.
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2
NJ
12/05/2018 - Present
Rockefeller Financial LLC (HAMILTON NJ)
NJ
05/12/2004 - 10/15/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
NY
09/15/1999 - 10/15/2003
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
MA
01/01/1998 - 08/25/1999
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NA
06/13/1995 - 01/01/1998
NATIONSSECURITIES
IA
Issued 01/22/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/26/1996
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/13/1995
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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