Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Patrick Walsh is a registered representative with World Equity Group, Inc. John has been in the industry since 1993. John is a registered investment advisor in California, Florida, New Hampshire, New Jersey, North Carolina, Pennsylvania, and Vermont. John has a Series 7, Series 24, Series 63, and Series 65 license. John is also a Managing Partner at The Wealth Advisory Group, LLC. John is active in the community and is a Board Member for Morristown Partnership, the Morristown Field Club, and Cornerstone Family Programs.
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.
1
2
NJ
12/13/2023 - Present
World Equity Group, Inc. (MORRISTOWN NJ)
NJ
04/17/2009 - 02/29/2016
CAPITOL SECURITIES MANAGEMENT, INC. (FLORHAM PARK NJ)
NJ
01/04/2002 - 04/21/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FLORHAM PARK NJ)
NY
09/08/2000 - 01/04/2002
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
08/23/1996 - 09/20/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
12/14/1994 - 07/29/1996
CHEMICAL INVESTMENT SERVICES CORP.
NJ
04/24/1993 - 10/18/1994
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
08/27/1992 - 02/09/1993
OPPENHEIMER & CO., INC. (NEW YORK NY)
NY
08/05/1992 - 08/19/1992
THOMAS JAMES ASSOCIATES, INC. (ROCHESTER NY)
IA
Issued 10/09/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/11/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/10/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure John Walsh is the right advisor for you? Invested Better is here to help.
