Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Conway is a registered investment advisor representative with L.m. Kohn & Co. John has been in the industry since 1987. John holds licenses in Connecticut, Florida, New Jersey, New York and Pennsylvania. John is also a Registered Investment Advisor in Pennsylvania. John has been associated with L.m. Kohn & Co. since 2012. John previously worked at Midsouth Capital, Inc., First Security Investments, Inc., Prudential Securities Incorporated, Butcher & Singer Inc. and Cumberland Advisors, PTY. John's specializations include fixed income securities, mutual funds, variable annuities, insurance products, and retirement planning. John is also a part-time professor at Marywood University.
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.
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.
Flat commission/execution fee
1
2
PA
02/01/2012 - Present
L.m. Kohn & Co. (DUNMORE PA)
PA
04/01/2005 - 01/17/2012
MIDSOUTH CAPITAL, INC. (DUNMORE PA)
PA
02/21/1995 - 03/22/2005
FIRST SECURITY INVESTMENTS, INC. (KINGSTON PA)
NY
08/26/1988 - 02/28/1995
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
10/21/1987 - 08/08/1988
BUTCHER & SINGER INC.
NA
10/21/1987 - 11/11/1987
CUMBERLAND ADVISORS, PTY
IA
Issued 03/02/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/20/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/13/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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