Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Johnny? Claim Your ProfileJohnny Covello is a financial advisor currently registered with THE Ayco Company, LP. Johnny has been in the industry since 2017. His previous employers include Mercer Allied Company, L.P. and Northwestern Mutual Investment Services, LLC. He is a registered Investment Advisor in New Jersey and is licensed to conduct business in 27 other states. Johnny is also a licensed Series 3, 6, 7, 63 and 66 representative. The Ayco Company, LP is a Registered Investment Advisor (RIA) with offices in Cohoes, NY. The firm has offices in 26 states and employs over 600 licensed agents and 1,000 Investment Advisor Representatives. The firm manages over $25 Billion in assets. The firm provides financial planning services to individuals, corporations and high-net-worth individuals. The firm also provides investment advisory services to other investment advisors, pension plans, corporations, and charitable organizations.
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
NJ
04/27/2018 - Present
THE Ayco Company, LP (Morristown NJ)
NJ
10/02/2017 - 01/04/2021
MERCER ALLIED COMPANY, L.P. (PARSIPPANY NJ)
NJ
11/23/2016 - 08/16/2017
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MORRISTOWN NJ)
BOTH
Issued 04/20/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/30/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/08/2021
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2017
Series 7 - General Securities Representative Examination
BC
Issued 11/23/2016
Series 6 - Investment Company Products/Variable Contracts 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
Not sure Johnny Covello is the right advisor for you? Invested Better is here to help.
