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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 David Dovich is a financial advisor with over 30 years of experience in the industry. John is registered with MAI Capital Management, LLC and provides financial advisory services to individuals, businesses, and institutions. John David Dovich has a wide range of experience in financial planning, portfolio management, and insurance sales. John's commitment to providing personalized and comprehensive financial solutions makes him a valuable resource for clients seeking to achieve their financial goals.
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
FL
07/12/2019 - Present
MAI Capital Management, LLC (Naples FL)
OH
02/15/2005 - 02/19/2015
NFP ADVISOR SERVICES, LLC (CINCINNATI OH)
IA
08/11/1992 - 02/15/2005
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
BC
Issued 01/19/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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