Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn McNertney is a registered Investment Advisor Representative with Green Ocean Global Advisors LLC. John has been in the financial services industry since 2006 and has worked with Polaris Equity Management, Inc., Polaris Greystone Financial Group, LLC and Freestone Capital Management before joining Green Ocean Global Advisors. John is a Certified Financial Planner and holds the Series 7 and Series 66 licenses.
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.
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.
Third party money managers
1
2
CA
02/26/2024 - Present
Green Ocean Global Advisors LLC (SAN FRANCISCO CA)
CA
02/13/2008 - 08/08/2011
TD AMERITRADE, INC. (SAN FRANCISCO CA)
CA
01/20/2006 - 01/11/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN FRANCISCO CA)
BOTH
Issued 02/03/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/19/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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