Unclaimed
John Paul Killeen is a financial advisor with Commonwealth Financial Network, located in Needham, MA. John has been in the financial industry since 1995 and has a wide range of experience. John is a Series 6 and Series 63 licensed professional. John is also a Registered Representative with FINRA and is registered in Massachusetts. Previously, John has worked with other financial institutions including MML Investors Services, LLC, Fidelity Brokerage Services LLC, Fidelity Investments Institutional Services Company, Inc., and Princor Financial Services Corporation.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MA
07/24/2020 - Present
Commonwealth Financial Network (Needham MA)
MA
06/25/2020 - 07/29/2020
MML INVESTORS SERVICES, LLC (WELLESLEY MA)
KY
01/01/2008 - 07/17/2018
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
MA
01/06/1997 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (MARLBOROUGH MA)
IA
01/26/1996 - 06/03/1996
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
IA
02/10/1994 - 12/13/1995
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
NA
05/04/1987 - 02/04/1988
PRUCO SECURITIES CORPORATION
BC
Issued 03/24/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/17/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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