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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 Stanovich is a financial advisor with Cerity Partners LLC. John has been in the financial services industry for over 10 years. John holds the Series 63, 66, 7 and SIE securities licenses, as well as the Certified Financial Planner designation. John's areas of specialization include retirement planning, college savings, and estate planning. John has experience working with individuals, families, and businesses. John is committed to providing personalized financial advice that helps clients achieve their financial goals. John previously worked at TD Ameritrade, Inc. and Fidelity Brokerage Services LLC.
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.
Tax services; bill pay
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.
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OH
02/28/2023 - Present
Cerity Partners LLC (Cincinnati OH)
OH
05/19/2016 - 10/07/2020
TD AMERITRADE, INC. (CINCINNATI OH)
KY
10/14/2011 - 05/11/2016
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
BOTH
Issued 08/13/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/27/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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