Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Sheedy is a financial advisor with Equitable Advisors, LLC. John is registered with FINRA and has a Series 7, Series 63, and Series 24 license. John has been in the financial services industry since 2021 and is located in Rochester, NY.
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.
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.
1
2
NY
03/04/2021 - Present
Equitable Advisors, LLC (ROCHESTER NY)
BC
Issued 05/24/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/21/2023
Series 24 - General Securities Principal Examination
BC
Issued 03/04/2021
Series 7TO - General Securities Representative Examination
BC
Issued 09/09/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure John Sheedy is the right advisor for you? Invested Better is here to help.
