Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Conry is a registered investment advisor representative in Ohio. John has been in the industry since 1993 and has experience working with a variety of clients, including individuals, corporations, charitable organizations, and trusts. John currently works at Oneseven, a firm based in Beachwood, OH. John has experience in financial planning, portfolio management, and pension consulting. John holds the Series 6, 7, 63, and 65 licenses.
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.
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.
Solicitors' fees for referrals to other money managers
1
2
OH
09/04/2019 - Present
Oneseven (BEACHWOOD OH)
OH
05/11/2009 - 09/05/2019
LONGBOW SECURITIES, LLC (INDEPENDENCE OH)
OH
10/21/2002 - 05/01/2009
FTN EQUITY CAPITAL MARKETS CORP. (CLEVELAND OH)
TN
01/02/2001 - 10/21/2002
FIRST TENNESSEE SECURITIES CORP. (MEMPHIS TN)
OH
06/14/1999 - 01/02/2001
MAXUS SECURITIES CORP (CLEVELAND OH)
RI
01/22/1994 - 05/24/1999
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
IN
12/10/1993 - 02/01/1994
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
12/10/1993 - 02/01/1994
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NJ
10/28/1988 - 07/18/1991
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
10/28/1988 - 07/18/1991
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 09/24/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/31/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/1993
Series 7 - General Securities Representative Examination
BC
Issued 10/27/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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