Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Peter O'Callaghan is a financial advisor with SPC. John Peter O'Callaghan has been working in the financial industry since December 6, 1973. John Peter O'Callaghan is registered with FINRA and the state of Illinois as well as several other states. John Peter O'Callaghan is also a licensed insurance agent appointed with various insurance companies. John Peter O'Callaghan provides financial services to individuals, families, and businesses. John Peter O'Callaghan specializes in a variety of financial planning services, including retirement planning, college savings, and investment management. John Peter O'Callaghan has a long history of working with clients in the Mount Prospect, IL area. John Peter O'Callaghan is committed to providing his clients with personalized financial advice and guidance. John Peter O'Callaghan is dedicated to helping his clients achieve their financial goals.
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.
Consultation services
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.
Seminar attendance fees
1
2
IL
06/03/2014 - Present
SPC (Mount Prospect IL)
IL
05/13/2004 - 06/04/2014
COMMONWEALTH FINANCIAL NETWORK (CHICAGO IL)
SC
03/13/2003 - 05/27/2004
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NY
10/20/1980 - 04/01/2003
AXA ADVISORS, LLC (NEW YORK NY)
NY
12/07/1973 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 04/21/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/09/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/1973
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure John O'Callaghan is the right advisor for you? Invested Better is here to help.
