Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn T. Driscoll is a financial advisor with Equitable Advisors, LLC, based in Greenwood Village, Colorado. John is a licensed financial advisor with over 25 years of experience in the financial services industry. John has held previous positions with Park Avenue Securities LLC, Wells Fargo Clearing Services, LLC, Citigroup Global Markets Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. John is registered to provide investment advice in California, Colorado, Idaho, North Carolina, and Wisconsin.
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.
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2
CO
12/16/2024 - Present
Equitable Advisors, LLC (GREENWOOD VILLAGE CO)
CO
06/29/2018 - 08/05/2019
PARK AVENUE SECURITIES LLC (GREENWOOD VILLAGE CO)
CO
08/11/2006 - 07/03/2018
WELLS FARGO CLEARING SERVICES, LLC (GREENWOOD VILLAGE CO)
ID
01/12/2001 - 08/16/2006
CITIGROUP GLOBAL MARKETS INC. (BOISE ID)
NY
09/18/1995 - 01/25/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 11/08/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/02/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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