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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 Keeley Carey is an investment advisor representative at Onedigital Investment Advisors in Overland Park, Kansas. John has been in the financial services industry for over 12 years and is licensed to provide financial advice in Massachusetts. John has a Series 7, Series 24, Series 51, and Series 66 license. John specializes in providing financial advice to individuals, families, businesses, and institutions. 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.
Guidance on pension options to ensure a secure financial future.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
KS
07/21/2022 - Present
Onedigital Investment Advisors (OVERLAND PARK KS)
MA
11/01/2018 - 02/25/2020
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
MA
03/04/2008 - 11/02/2018
SIGNATOR INVESTORS, INC. (SOUTH BOSTON MA)
BOTH
Issued 10/20/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/31/2014
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 04/03/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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