Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ethan? Claim Your ProfileEthan Joseph Kohanik is a financial advisor registered with Mycio Wealth Partners, LLC. Ethan has been in the industry for 3 years. Ethan is a registered Investment Advisor in Pennsylvania and is also licensed to provide financial advice in this state. Ethan currently works at the firm's Philadelphia, PA office. Ethan's previous experience includes working with LPL Financial. Ethan is a Series 66, Series 7TO and SIE licensed holder. Ethan's firm specializes in managing investments for businesses, individuals, investment companies, and pooled investment vehicles. Ethan has a long history of working with high-net-worth individuals, charitable organizations, and businesses.
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.
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
PA
07/29/2022 - Present
Mycio Wealth Partners, LLC (PHILADELPHIA PA)
PA
07/28/2021 - 07/11/2022
LPL FINANCIAL LLC (ARDMORE PA)
BOTH
Issued 08/26/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/28/2021
Series 7TO - General Securities Representative Examination
BC
Issued 07/02/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
Not sure Ethan Kohanik is the right advisor for you? Invested Better is here to help.
