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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John paul? Claim Your ProfileJohn Paul Brennan is an investment advisor representative and financial professional affiliated with Equitable Advisors, LLC. John Paul Brennan is registered with FINRA and holds the Series 66, Series 7, and SIE securities licenses. John Paul Brennan has been a registered representative for over 6 years. John Paul Brennan is also registered with the states of California, Delaware, Florida, Maine, Michigan, Missouri, New Hampshire, New Jersey, New York, Pennsylvania, South Carolina, Texas, and Virginia. John Paul Brennan's firm is Equitable Advisors, LLC, which has its main office in New York, NY. Equitable Advisors, LLC is a registered investment advisor with the SEC and is also a member of FINRA. The firm's primary business is providing financial planning, pension consulting, and portfolio management for individuals and businesses.
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
PA
10/08/2018 - Present
Equitable Advisors, LLC (BALA CYNWYD PA)
BOTH
Issued 01/11/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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