Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Ohara is a financial advisor affiliated with Wells Fargo Clearing Services, LLC. John has over 8 years of experience in the financial services industry. John is registered with both the Financial Industry Regulatory Authority (FINRA) and the state of Pennsylvania. John holds a Series 7, Series 66 and SIE license. John is also an active member of the investment committee for Presbyterian Senior Living. John's specializations include: Retirement Planning, Estate Planning, Education Planning, Insurance, and other financial planning. John is dedicated to providing personalized financial advice to help individuals achieve their financial goals.
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.
Investment consulting services to institutional clients
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.
1
2
PA
10/10/2016 - Present
Wells Fargo Clearing Services, LLC (LEMOYNE PA)
PA
11/17/2014 - 03/16/2016
EDWARD JONES (MANHEIM PA)
BOTH
Issued 12/05/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/2014
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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