Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Joseph Towey is a financial professional with over 20 years of experience in the industry. John Joseph Towey is currently a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. where John Joseph Towey has been employed since June 2006. John Joseph Towey holds a variety of licenses and certifications, including Series 7, Series 6, Series 24, Series 99TO and SIE. John Joseph Towey specializes in providing investment advice to individuals and businesses. John Joseph Towey is committed to helping clients 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.
Guidance on pension options to ensure a secure financial future.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
NJ
06/08/2006 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (MANASQUAN NJ)
NA
02/08/1993 - 07/13/1994
FIRST INVESTORS CORPORATION
BC
Issued 05/01/2024
Series 24 - General Securities Principal Examination
BC
Issued 04/26/2024
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/2006
Series 7 - General Securities Representative Examination
BC
Issued 01/28/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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