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 in Mequon, Wisconsin. John has been in the industry since 2011. John has a Series 7 and Series 66 license. John also has a Securities Industry Essentials (SIE) exam. Steward Partners Investment Advisory, LLC offers a wide range of financial services, including financial planning, portfolio management, and pension consulting. John has a strong track record of success in helping individuals and families 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.
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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WI
09/28/2021 - Present
Steward Partners Investment Advisory, LLC (MEQUON WI)
WI
09/28/2021 - 05/27/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (Mequon WI)
WI
05/13/2011 - 09/29/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MEQUON WI)
BOTH
Issued 6/8/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/12/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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