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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Ring O'Brien is a financial advisor with over 20 years of experience in the financial services industry. John is a Certified Financial Planner® professional and is registered with Wealth Enhancement Advisory Services, LLC in Louisiana, Pennsylvania and Texas. John has worked with several firms in the past including Leigh Baldwin & Co., LLC, 1717 Capital Management Company, Titan/Value Equities Group, Inc., and MONY Securities Corp. John currently works with individuals, high-net-worth individuals, corporations, businesses, pension and profit-sharing plans and charitable organizations. John has a strong understanding of financial planning and investment management and is committed to providing clients with personalized advice and strategies to help them reach 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.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
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.
Fees received from third party investment advisors
1
2
PA
11/01/2018 - Present
Wealth Enhancement Advisory Services, LLC (Malvern PA)
NY
09/08/2000 - 12/31/2004
LEIGH BALDWIN & CO., LLC (CAZENOVIA NY)
DE
09/13/1993 - 10/05/2000
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
CA
04/03/1991 - 07/20/1992
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
NY
05/15/1987 - 06/22/1989
MONY SECURITIES CORP. (NEW YORK NY)
IA
Issued 01/17/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/29/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/22/1994
Series 7 - General Securities Representative Examination
BC
Issued 05/14/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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