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 McKenty is a financial advisor with Cadaret, Grant & CO., Inc. located in Toledo, OH. John has been in the financial industry since 1985. John has a wide range of experience and certifications, including the Series 7, 6, 22 and SIE. John is also registered as an Investment Advisor Representative in Ohio and Texas. John has worked for many notable companies throughout his career including IDS Financial Services Inc., IDS Marketing Corporation, Washington Square Securities, Inc., PRUCO Securities Corporation, MONY Securities Corporation, Blue Vase Securities, LLC, Financial Network Investment Corporation, Fortune Financial Services, Inc. and currently Cadaret, Grant & CO., Inc. and Capital Management Strategies LLC. John has been registered with the Securities and Exchange Commission (SEC) since 1983. John specializes in providing financial advice and investment management services to individuals, families, and businesses. John also provides insurance services for life and annuities.
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.
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.
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2
OH
12/22/2023 - Present
Cadaret, Grant & CO., Inc. (TOLEDO OH)
OH
05/16/2006 - 01/24/2014
FORTUNE FINANCIAL SERVICES, INC. (TOLEDO OH)
CA
10/24/2005 - 05/09/2006
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
PA
05/15/2002 - 02/17/2006
BLUE VASE SECURITIES, LLC (WASHINGTON PA)
NY
10/23/1997 - 05/16/2002
MONY SECURITIES CORPORATION (NEW YORK NY)
CT
08/01/1997 - 10/03/1997
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
NJ
01/14/1987 - 07/14/1997
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NA
06/14/1983 - 05/15/1985
IDS FINANCIAL SERVICES INC.
NA
06/14/1983 - 05/15/1985
IDS MARKETING CORPORATION
BC
Issued 10/08/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/2015
Series 7 - General Securities Representative Examination
BC
Issued 10/01/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 06/13/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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