Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Anthony Polyviou is a registered investment advisor representative associated with IP Financial Advisory Services LLC. John Polyviou has been working in the financial services industry since April 2014. John is registered in North Carolina. John has passed both the Series 63 and Series 65 exams. IP Financial Advisory Services LLC is a Registered Investment Adviser based in Charlotte, NC, that serves individuals and businesses. They offer a variety of services, including financial planning, portfolio management, pension consulting, and other advisory services.
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.
Consulting services to qualified retirement plans
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.
Recurring fees
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NC
09/13/2024 - Present
IP Financial Advisory Services LLC (CHARLOTTE NC)
Active
Inactive
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