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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 Moynihan is a financial advisor with over 30 years of experience. John has worked with BOK Financial Securities, Inc. since 2014. John has a strong track record of providing financial advice and helping clients achieve their financial goals. John is registered to offer investment advice in 18 states and is a licensed agent in several. John's expertise includes financial planning, portfolio management, and educational seminars.
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.
Furnishes advice about securities in any manner not described above.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
TX
09/02/2014 - Present
BOK Financial Securities, Inc. (Richardson TX)
CA
04/01/2014 - 08/15/2014
STIFEL, NICOLAUS & COMPANY, INCORPORATED (LOS ANGELES CA)
CA
11/30/2006 - 04/23/2014
E.J. DE LA ROSA & CO., INC. (LOS ANGELES CA)
CA
05/31/2006 - 11/03/2006
ALTA CAPITAL GROUP, LLC (SAN MARINO CA)
CA
07/07/1997 - 06/06/2006
A. G. EDWARDS & SONS, INC. (LAGUNA WOODS CA)
NA
08/02/1991 - 04/29/1997
LEHMAN BROTHERS INC.
NY
01/29/1985 - 04/29/1997
LEHMAN BROTHERS INC. (NEW YORK NY)
BC
Issued 01/23/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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