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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 Bowers McConnell is a financial advisor currently registered with Navy Federal Investment Services, LLC. John is a registered representative in Virginia. John has previously been registered with EF Legacy Securities, LLC; M&T Securities, Inc.; Purshe Kaplan Sterling Investments; and Voya Financial Advisors, Inc. John specializes in providing financial planning, educational seminars, and selection of other advisors. John manages portfolios for businesses and individuals. John is also a Registered Investment Advisor in Virginia.
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.
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.
A percentage of the total value of assets under management is charged.
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VA
12/20/2018 - Present
Navy Federal Investment Services, LLC (VIENNA VA)
VA
06/07/2016 - 10/31/2018
EF LEGACY SECURITIES, LLC (ALEXANDRIA VA)
DC
08/07/2015 - 06/13/2016
M&T SECURITIES, INC. (WASHINGTON DC)
VA
10/03/2014 - 04/29/2015
PURSHE KAPLAN STERLING INVESTMENTS (Tysons Corner VA)
VA
06/14/2013 - 10/03/2014
VOYA FINANCIAL ADVISORS, INC. (TYSONS CORNER VA)
IA
Issued 07/19/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/27/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/03/2024
Series 24 - General Securities Principal Examination
BC
Issued 02/15/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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