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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 Monahan is a financial advisor with over 30 years of experience in the industry. John is a CERTIFIED FINANCIAL PLANNER™ professional with a strong track record of providing financial planning and investment management services to individuals, families, and businesses. John holds the Series 3, Series 7, and Series 63 licenses and is registered with the state of New York as an investment advisor representative. John currently works for THE Ayco Company, LP, but has previously worked for Mercer Allied Company, L.P., Goldman, Sachs & Co., FIS Securities, Inc., and PaineWebber Incorporated. John is committed to providing clients with personalized financial advice 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.
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.
1
2
NY
01/30/2022 - Present
THE Ayco Company, LP (Cohoes NY)
NY
04/03/2017 - 01/04/2021
MERCER ALLIED COMPANY, L.P. (COHOES NY)
NY
05/13/2004 - 04/03/2017
GOLDMAN, SACHS & CO. (NEW YORK NY)
NY
08/29/1997 - 05/24/2004
MERCER ALLIED COMPANY, L.P. (COHOES NY)
MA
03/02/1995 - 05/16/1997
FIS SECURITIES, INC. (BOSTON MA)
NJ
04/18/1989 - 02/28/1995
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
BC
Issued 06/23/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/08/2020
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/1989
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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