Unclaimed
John Patrick McGinty is a financial advisor with Equitable Advisors, LLC, a New York based company. John has been a registered representative since November 28, 1984 and holds Series 6, 7, 22, 63, and 65 licenses. He has experience in providing financial planning, portfolio management for individuals and businesses, and pension consulting.
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.
A percentage of the total value of assets under management is charged.
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2
FL
05/21/2012 - Present
Equitable Advisors, LLC (WELLINGTON FL)
NY
11/28/1984 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 09/14/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/12/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/1999
Series 7 - General Securities Representative Examination
BC
Issued 04/05/1988
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 11/26/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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