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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 Brogan is an experienced financial advisor with over 25 years of experience in the financial services industry. John has a proven track record of providing high-quality investment advice to a diverse range of clients, including high-net-worth individuals, corporations, and institutions. John is currently registered as a Registered Representative and an Investment Advisor Representative for BlackRock Investment Management, LLC. John previously worked at NUVEEN INVESTMENTS, LLC and 2480 SECURITIES LLC. John holds a number of professional licenses and designations, including Series 6, 7, 24, 63, and 65. John is also a member of the Corporate Leadership Council at Nicholas House, a homeless shelter for families. John is committed to providing his clients with personalized financial advice and strategies that help them 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.
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.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NJ
08/03/2011 - Present
Blackrock Investment Management, LLC (PRINCETON NJ)
IL
04/30/2001 - 11/15/2010
NUVEEN INVESTMENTS, LLC (CHICAGO IL)
OH
04/16/1997 - 05/16/2001
2480 SECURITIES LLC (DAYTON OH)
BC
Issued 08/18/1998
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/19/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/09/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/1999
Series 7 - General Securities Representative Examination
BC
Issued 01/07/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/16/1993
Series 2 - Non-Member General Securities Examination
Active
Inactive
F
FINRA
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