Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Kevin Conners is an investment advisor representative with The Ayco Company, LP. John has been in the securities industry since 1980. John has a Series 63, Series 65, Series 7, and Series 1 license. John is also registered as an investment advisor representative in California and Texas. John's specializations include providing financial planning, educational seminars, and portfolio management for individuals and businesses. John has been with The Ayco Company, LP. for over 27 years and previously worked for Mercer Allied Company, L.P. and Mercer Allied Corporation. John currently resides in Newport Beach, CA.
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.
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
CA
01/23/2022 - Present
THE Ayco Company, LP (Newport Beach CA)
CA
12/09/1994 - 01/04/2021
MERCER ALLIED COMPANY, L.P. (IRVINE CA)
NY
04/22/1980 - 12/09/1994
MERCER ALLIED CORPORATION (ALBANY NY)
IA
Issued 07/13/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/16/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/1982
Series 7 - General Securities Representative Examination
BC
Issued 04/15/1980
Series 1 - Registered Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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