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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 M. Moran is a financial advisor with Equitable Advisors, LLC. John has been in the industry since July 6, 1989. John is licensed in Connecticut, Florida, and Illinois. John has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. John provides financial planning, pension consulting, educational seminars, and portfolio management services.
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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FL
06/29/2023 - Present
Equitable Advisors, LLC (FORT LAUDERDALE FL)
FL
10/08/2019 - 06/21/2023
SECURIAN FINANCIAL SERVICES, INC. (BOCA RATON FL)
FL
02/08/2019 - 05/31/2019
AMERIPRISE FINANCIAL SERVICES, INC. (Plantation FL)
FL
08/01/2013 - 02/27/2019
HERBERT J. SIMS & CO, INC. (BOCA RATON FL)
FL
06/11/2010 - 01/22/2013
TD AMERITRADE, INC. (CORAL GABLES FL)
IL
09/19/2008 - 07/24/2009
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (SKOKIE IL)
IL
05/01/2002 - 07/14/2005
MESIROW FINANCIAL, INC. (CHICAGO IL)
NY
08/21/2000 - 05/01/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
10/22/1996 - 09/05/2000
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
10/20/1982 - 01/10/1995
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
IA
Issued 10/01/2015
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 11/05/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/06/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/2008
Series 7 - General Securities Representative Examination
BC
Issued 07/25/1983
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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