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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 Mccreary Susin is an investment advisor representative at Oneseven. John has been in the industry since 2008 and has experience with Comprehensive Asset Management and Servicing, Inc., Niagara International Capital Limited, The Investment Center, Inc., Morgan Stanley Smith Barney, MetLife Securities Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. John specializes in Financial Planning, Pension Consulting, Educational Seminars, Selection of Other Advisors and Portfolio Management for Individuals.
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.
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.
Solicitors' fees for referrals to other money managers
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2
IL
04/24/2023 - Present
Oneseven (Oak Brook IL)
NY
06/18/2017 - 03/08/2018
NIAGARA INTERNATIONAL CAPITAL LIMITED (NEW YORK NY)
IL
09/28/2016 - 06/23/2017
COMPREHENSIVE ASSET MANAGEMENT AND SERVICING, INC. (Oakbrook IL)
IL
05/24/2012 - 08/09/2016
THE INVESTMENT CENTER, INC. (OAK BROOK IL)
IL
12/03/2009 - 06/06/2012
MORGAN STANLEY SMITH BARNEY (LISLE IL)
IL
04/09/2009 - 08/06/2009
METLIFE SECURITIES INC. (OAK BROOK IL)
IL
10/23/2008 - 02/02/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LISLE IL)
IA
Issued 09/28/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/08/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/08/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 10/22/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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