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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 Michael O'Shea is a financial advisor with Commonwealth Financial Network in Chicago, IL. John has over 10 years of experience in the financial services industry and is committed to providing personalized financial advice to individuals, families, and businesses. John holds Series 6, 7, 63, and 65 securities licenses, as well as the SIE. John is also a Certified Financial Planner™. John is committed to helping his clients reach their financial goals and provides a variety of financial planning services, including retirement planning, investment management, college savings, and estate planning.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
IL
08/20/2024 - Present
Commonwealth Financial Network (CHICAGO IL)
NJ
05/11/2020 - 10/09/2020
ADP BROKER-DEALER, INC. (ROSELAND NJ)
CO
08/07/2013 - 05/12/2020
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (DENVER CO)
IA
Issued 10/24/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/23/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/20/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/2014
Series 7 - General Securities Representative Examination
BC
Issued 08/06/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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