Unclaimed
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.
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.
1
2
IL
08/05/2022 - Present
Harvest Investment Services, LLC (OAKBROOK TERRACE IL)
IL
03/14/2001 - 07/03/2018
PROEQUITIES, INC. (OAKBROOK TERRACE IL)
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
Active
Inactive
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