Unclaimed
John Michael Kearney is an investment advisor representative with Fidelity Personal And Workplace Advisors. John has been in the securities industry for over 20 years. John has a wide range of experience, having worked for a number of firms including Raymond James & Associates, Inc., OneAmerica Securities, Inc., Charles Schwab & Co., Inc., and Pruco Securities Corporation. John specializes in providing financial planning, portfolio management for individuals and businesses, and educational seminars. John is registered to provide investment advice in Florida and Texas.
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.
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.
1
2
FL
07/29/2021 - Present
Fidelity Personal AND Workplace Advisors (CLEARWATER FL)
FL
09/22/2017 - 06/09/2021
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
IN
04/12/2013 - 12/20/2016
ONEAMERICA SECURITIES, INC. (INDIANAPOLIS IN)
TX
12/22/1993 - 03/23/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NJ
11/14/1990 - 03/10/1993
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
11/14/1990 - 03/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
BOTH
Issued 07/27/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/13/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/30/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/2013
Series 7 - General Securities Representative Examination
BC
Issued 03/19/1997
Series 3 - National Commodity Futures Examination
BC
Issued 11/13/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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