Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Thomas Pomeroy is a financial professional with over 7 years of experience in the industry. John is currently registered with LPL Financial LLC in NYACK, NY. John has previously worked with Equitable Advisors, LLC, Allstate Financial Services, LLC, J.P. Morgan Securities LLC and M&T Securities, Inc. John is also licensed with the state of New York and holds the Series 6, SIE and Series 63 licenses.
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.
Consulting and other non-discretionary advisory services
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
NY
04/23/2024 - Present
LPL Financial LLC (NYACK NY)
NY
08/05/2022 - 12/21/2023
EQUITABLE ADVISORS, LLC (MELVILLE NY)
NY
10/23/2018 - 01/12/2022
ALLSTATE FINANCIAL SERVICES, LLC (Nyack NY)
NY
04/13/2016 - 08/07/2017
J.P. MORGAN SECURITIES LLC (NYACK NY)
NY
10/14/2014 - 03/01/2016
M&T SECURITIES, INC. (MONSEY NY)
BC
Issued 12/15/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/07/2017
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure John Pomeroy is the right advisor for you? Invested Better is here to help.
