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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Maurice Hennessy is a financial advisor with Corient based in San Antonio, Texas. John Maurice Hennessy is a registered Investment Advisor Representative. John Maurice Hennessy has been in the industry since 1988. John Maurice Hennessy has a Series 63 license, a Series 24 license, a Series 53 license, a Series 7TO license, a Series 6TO license, a SIE license, a Series 7 license, and a Series 6 license. John Maurice Hennessy has worked at Intercontinental Asset Management Group, LTD. and USAA Investment Management Company in the past.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
% of assets under advisement
1
2
TX
08/01/2023 - Present
Corient (San Antonio TX)
TX
02/20/2007 - 06/29/2021
INTERCONTINENTAL ASSET MANAGEMENT GROUP, LTD. (SAN ANTONIO TX)
TX
05/26/1988 - 11/10/2006
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
BC
Issued 07/08/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/27/2024
Series 24 - General Securities Principal Examination
BC
Issued 03/27/2024
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/27/2024
Series 7TO - General Securities Representative Examination
BC
Issued 03/27/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/1990
Series 7 - General Securities Representative Examination
BC
Issued 05/24/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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