Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Paul McTague is a financial advisor with over 20 years of experience in the industry. John is currently registered with Buckman Advisory Group LLC. Previously, John has held positions at Buckman, Buckman & Reid, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. John holds Series 63, 65, 7, 9, 10, and SIE licenses. John's expertise includes financial planning, portfolio management for businesses and individuals, and selection of other advisors.
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.
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.
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NJ
10/19/2010 - Present
Buckman Advisory Group LLC (LITTLE SILVER NJ)
NJ
09/20/2010 - 02/20/2024
BUCKMAN, BUCKMAN & REID, INC. (little silver NJ)
NJ
05/06/2003 - 09/21/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FREEHOLD NJ)
NY
02/21/1996 - 11/27/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 08/12/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/11/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/02/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/28/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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