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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 Milton Carey is an investment advisor representative with Greystone Capital Partners Group LLC, based in Kansas City, Missouri. John Carey has been in the securities industry for over 30 years, holding registrations in Kansas, Missouri, and Montana. John Carey has expertise in financial planning, pension consulting, and portfolio management for individuals and businesses. He has experience working with high-net-worth individuals, pension and profit-sharing plans, and other 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.
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.
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MO
04/22/2021 - Present
Greystone Capital Partners Group LLC (KANSAS CITY MO)
KS
10/03/1991 - 01/04/2021
EQUITABLE ADVISORS, LLC (OVERLAND PARK KS)
NY
10/03/1991 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 06/11/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/07/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/1999
Series 7 - General Securities Representative Examination
BC
Issued 10/01/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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