Unclaimed
John McCabe is an investment advisor representative with GGM Financial LLC. John has been in the financial services industry since 2005 and has experience working with a variety of clients including high-net-worth individuals, corporations, and charitable organizations. John has passed several securities exams including the Series 7, Series 63, and Series 65 exams. John specializes in financial planning and portfolio management. In addition to working with GGM Financial LLC, John is also involved with other businesses including GMD Holdings, Inc., a private real estate holding company, and Gloeckner Green McCabe Financial, LLC, a fixed insurance sales agency.
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.
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.
1
2
OH
10/02/2023 - Present
GGM Financial LLC (COLUMBUS OH)
OH
03/22/2017 - 10/02/2023
COMMONWEALTH FINANCIAL NETWORK (COLUMBUS OH)
OH
03/29/2016 - 02/09/2017
EDWARD JONES (BEAVERCREEK OH)
OH
01/03/2011 - 01/22/2016
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (WESTERVILLE OH)
OH
01/20/2005 - 01/03/2011
JPMORGAN DISTRIBUTION SERVICES, INC. (COLUMBUS OH)
BC
Issued 04/20/2005
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/09/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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