Unclaimed
John McDermott is a financial advisor who has been in the industry since 2019. He holds a Series 7 and 66 license. John is currently registered as a Registered Representative with Empower Advisory Group, LLC. He has previously been employed with Merrill Lynch, Pierce, Fenner & Smith Incorporated, SEI INVESTMENTS DISTRIBUTION CO., Compass Distributors, LLC and Global Beta Advisors. John has a vast experience in providing financial advice and planning to individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations or other businesses, state or municipal government entities.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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
MA
08/22/2023 - Present
Empower Advisory Group, LLC (Barnstable MA)
PA
05/20/2022 - 08/29/2022
COMPASS DISTRIBUTORS, LLC (North Wales PA)
PA
06/05/2019 - 04/04/2022
SEI INVESTMENTS DISTRIBUTION CO. (OAKS PA)
NJ
07/26/2018 - 05/31/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
BOTH
Issued 09/24/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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