Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Phillip McAbee is a financial advisor with over 40 years of experience in the industry. John has a proven track record of success in providing investment advice to a wide range of clients, including high-net-worth individuals, corporations, and institutions. John is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and holds a variety of licenses and certifications, including Series 7, Series 63, and Series 65. John has a strong background in securities, investment management, and financial planning. John has also worked for a number of other firms, including Janney Montgomery Scott LLC, First Union Securities, Inc., Prudential Securities Incorporated, Dean Witter Reynolds Inc., Shearson Lehman Hutton Inc., and E. F. Hutton & Company Inc. John has a deep understanding of the financial markets and a commitment to providing his clients with personalized advice that meets their individual needs.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
08/07/2010 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (HYANNIS MA)
MA
08/22/2000 - 08/18/2010
JANNEY MONTGOMERY SCOTT LLC (OSTERVILLE MA)
MO
01/12/1995 - 08/30/2000
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NY
02/04/1991 - 12/22/1994
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
02/11/1988 - 01/22/1991
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
02/15/1988 - 03/30/1988
SHEARSON LEHMAN HUTTON INC.
NA
11/04/1986 - 02/15/1988
E. F. HUTTON & COMPANY INC
NA
02/11/1982 - 10/16/1986
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 11/05/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/08/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/1982
Series 5 - Interest Rate Options Examination
BC
Issued 01/16/1982
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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