Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ivory? Claim Your ProfileIvory Jerome Johnson is an investment advisor representative with Consolidated Portfolio Review Corp. Ivory has been in the financial industry since 1993 and has a strong track record of helping individuals and families reach their financial goals. Ivory offers a wide range of services, including financial planning, investment management, and retirement planning. Ivory is a CERTIFIED FINANCIAL PLANNER™ and a CHARTERED FINANCIAL CONSULTANT® and has a deep understanding of the financial markets. Ivory is committed to providing clients with personalized advice and guidance to help them 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.
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
NY
08/13/2021 - Present
Consolidated Portfolio Review Corp. (WOODBURY NY)
DC
05/23/2019 - 09/03/2021
IFP SECURITIES, LLC (Washington DC)
DC
03/30/2012 - 05/23/2019
LPL FINANCIAL LLC (WASHINGTON DC)
MD
12/22/2008 - 04/03/2012
SII INVESTMENTS, INC. (ANNAPOLIS MD)
MD
06/25/2001 - 12/23/2008
ROYAL ALLIANCE ASSOCIATES, INC. (ANNAPOLIS MD)
TX
11/23/1994 - 10/29/1998
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
FL
09/01/1994 - 11/08/1994
BELLAMAH, NEUHAUSER & BARRETT, INC. (BOCA RATON FL)
FL
03/21/1994 - 08/15/1994
BILTMORE SECURITIES, INC (FT. LAUDERDALE FL)
NY
09/04/1990 - 11/17/1993
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
02/16/1990 - 08/09/1990
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 08/14/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/04/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/30/1991
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/04/1991
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/2001
Series 7 - General Securities Representative Examination
BC
Issued 09/04/1991
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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