Invested Better
Unclaimed

Unclaimed

Unclaimed

John K Alyo

Harvest Investment Services, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you John? Claim Your Profile

About John K Alyo

John K Alyo is a financial advisor registered in 4 states: Arizona, California, Illinois and Texas. John has been in the financial industry since 1999. John is currently employed by Harvest Investment Services, LLC. Previous employment was with PROEQUITIES, INC.. John has both Series 6 and Series 7 licenses. John holds designations for investment advisory services in a variety of areas, including: portfolio management for businesses and individuals, financial planning and pension consulting. John is active in the insurance industry as well.

Firm Information

John Alyo is currently registered with Harvest Investment Services, LLC. Harvest Investment Services, LLC is an investment advisor headquartered in OAKBROOK TERRACE, IL. They provide financial planning, pension consulting, selection of other advisors, portfolio management for businesses, individuals, and pooled investment vehicles. Their approximate assets under management are $281,661,252. They have 21 investment advisor representatives and 5 adviser representatives for other investment advisors. They have 2,862 total accounts and 2,862 discretionary accounts. They serve individual and institutional clients, including individuals (other than high-net-worth), high-net-worth individuals, and pooled investment vehicles. They also participate in wrap fee programs.
Harvest Investment Services, LLC

1 TRANSAM PLAZA DRIVE

OAKBROOK TERRACE, IL 60181-4285

$281.66M

Assets Under Management

Not reported

Total Clients

27

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

John Alyo’s Registration & Firm History

IL

08/05/2022 - Present

Harvest Investment Services, LLC (OAKBROOK TERRACE IL)

IL

03/14/2001 - 07/03/2018

PROEQUITIES, INC. (OAKBROOK TERRACE IL)

Not sure if John K Alyo is right for you?

Licenses & Designations

BC

Issued 03/28/2001

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 06/08/1999

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/17/2004

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 08/16/2003

Series 24 - General Securities Principal Examination

BC

Issued 07/03/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/30/2001

Series 7 - General Securities Representative Examination

BC

Issued 03/13/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John K Alyo.
Not sure if John K Alyo is right for you?