Unclaimed
John Kavanshansky is a registered Investment Advisor Representative with Premier Wealth Management, LLC. John has been in the industry since 1995, has a Series 7 license and is licensed to sell securities in Ohio. John currently manages $27,000,000 in assets for 84 individual clients.
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.
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.
Choose other advisors
1
2
OH
01/10/2017 - Present
Premier Wealth Management, LLC (POLAND OH)
OH
06/04/1999 - 09/14/2004
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
MA
09/08/1997 - 12/17/1997
CONCORD BROKERAGE SERVICES, INC. (BOSTON MA)
MN
06/22/1995 - 09/19/1995
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
06/22/1995 - 09/19/1995
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 06/21/1995
Series 7 - General Securities Representative Examination
Active
Inactive
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