Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Whitney Coogan is a financial advisor with over 40 years of experience in the financial services industry. John is a registered representative of MML Investors Services, LLC. John's previous experience includes working with Merrill Lynch, Pierce, Fenner & Smith Incorporated and OTC Net Incorporated. John holds Series 7, 24, 63 and 65 licenses and specializes in financial planning, asset allocation programs, portfolio management, and pension consulting. John is dedicated to providing personalized financial advice and guidance to help individuals and families achieve 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation programs
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.
Solicitors fees
1
2
NY
06/14/2021 - Present
MML Investors Services, LLC (AMHERST NY)
NY
07/19/1982 - 08/09/1990
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
01/21/1982 - 06/09/1982
OTC NET INCORPORATED
NA
02/23/1981 - 01/13/1982
FIRST JERSEY SECURITIES, INC.
IA
Issued 06/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/16/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/29/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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