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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 Kennedy Purcell has been in the financial services industry since 1991. Purcell is registered with Equitable Advisors, LLC and is licensed to conduct business in Florida, New Jersey and New York. John Kennedy Purcell also holds Series 6, 7, 24, 63 and 65 licenses. Purcell specializes in financial planning, pension consulting, educational seminars, portfolio management for businesses and individuals, and selection of other advisors. Prior to joining Equitable Advisors, LLC, Purcell was with The Equitable Life Assurance Society of the United States.
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.
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.
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
04/12/2021 - Present
Equitable Advisors, LLC (MELVILLE NY)
NY
04/02/1991 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 05/24/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/08/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/05/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/1999
Series 7 - General Securities Representative Examination
BC
Issued 04/01/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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