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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Adel Khoury is an investment advisor representative at Savvy. John has been in the industry for over 20 years and is licensed to provide investment advice in Massachusetts. John has experience working at Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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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NY
12/13/2023 - Present
Savvy (NEW YORK NY)
MA
12/02/2008 - 12/12/2023
CHARLES SCHWAB & CO., INC. (Framingham MA)
IL
03/25/2003 - 11/24/2008
FIDELITY BROKERAGE SERVICES LLC (SCHAUMBURG IL)
BOTH
Issued 04/08/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/2003
Series 7 - General Securities Representative Examination
Active
Inactive
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