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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 Andrew Mitsos is an investment advisor representative at MAI Capital Management, LLC. John has been in the industry since December 1998. John holds Series 6, 63, and 65 licenses, as well as the SIE. Prior to joining MAI Capital Management, LLC John was previously employed at WCG Wealth Advisors, LLC, MML Investors Services, LLC and Treloar & Heisel, LLC. John is registered with the state of Delaware, New Jersey, New York, and Pennsylvania.
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.
Strategic management for diversified investment portfolios.
Due diligence/research
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.
Percentage of non-investment income
1
2
OH
07/11/2024 - Present
MAI Capital Management, LLC (CLEVELAND OH)
PA
12/16/1998 - 12/19/2016
MML INVESTORS SERVICES, LLC (NEW CASTLE PA)
NY
10/03/1997 - 12/10/1998
MONY SECURITIES CORP. (NEW YORK NY)
IA
Issued 12/16/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/04/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/19/2016
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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