Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Raymond Ivory is an active investment advisor representative (IAR) with Raymond James & Associates, Inc. John has been in the industry since December 12, 2008. John is licensed in 25 states and holds both the Series 6 and Series 7. The advisor also holds the Series 66, the Uniform Combined State Law Examination for investment advisor representatives. John is also a board member/officer/director for Ocala 4 Football, Inc.
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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
04/25/2018 - Present
Raymond James & Associates, Inc. (THE VILLAGES FL)
FL
06/01/2011 - 05/12/2014
PRINCOR FINANCIAL SERVICES CORPORATION (LADY LAKE FL)
FL
11/06/2010 - 01/21/2011
MORGAN STANLEY SMITH BARNEY (OCALA FL)
FL
03/06/2008 - 06/07/2010
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (ST. PETERSBURG FL)
BOTH
Issued 08/11/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/28/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/2010
Series 7 - General Securities Representative Examination
BC
Issued 03/05/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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