Unclaimed
John Philip MacAlaguin is an investment advisor representative registered with Edward Jones. John Philip has been in the securities industry since December 16, 2017 and has held previous registrations with Citigroup Global Markets Inc., J.P. Morgan Securities LLC, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. John Philip has passed the Series 63, Series 65, Series 7 and SIE exams. John Philip offers portfolio management services for individuals and businesses, financial planning, pension consulting, and selection of other advisors. John Philip is also registered with the state of Illinois.
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.
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.
See schedule d - miscellaneous
1
2
IL
06/10/2024 - Present
Edward Jones (LIBERTYVILLE IL)
IL
05/26/2022 - 12/21/2023
CITIGROUP GLOBAL MARKETS INC. (EVANSTON IL)
IL
01/24/2020 - 02/18/2022
J.P. MORGAN SECURITIES LLC (CHICAGO IL)
IL
08/16/2016 - 05/16/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ROLLING MEADOWS IL)
IA
Issued 11/11/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/27/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure John philip MacAlaguin is the right advisor for you? Invested Better is here to help.