Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn O'Hare is a financial advisor with Steward Partners Investment Advisory, LLC, with over 25 years of experience in the industry. John's previous experience includes working with firms such as Raymond James Financial Services, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and J.P. Morgan Securities LLC. John is also a Chartered Financial Analyst. John provides financial consulting, financial planning, and portfolio management for businesses and 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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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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NY
09/28/2021 - Present
Steward Partners Investment Advisory, LLC (NEW YORK NY)
WI
09/28/2021 - 05/27/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (Mequon WI)
WI
05/31/2011 - 09/29/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MEQUON WI)
WI
05/01/2009 - 06/03/2011
J.P. MORGAN SECURITIES LLC (MILWAUKEE WI)
BC
Issued 05/14/2009
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/26/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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