Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Kesich is a financial professional with over 25 years of experience in the financial services industry. John is registered as a Registered Representative and an Investment Advisor Representative in the state of Pennsylvania. John is affiliated with Avantax Advisory Services. John currently holds the Series 6, Series 63 and SIE licenses. John has held prior registrations in Colorado, Florida, Massachusetts, Montana, North Carolina and Virginia. John has also held prior registrations with Avantax Investment Services, Inc. and Avantax Insurance Agency LLC. John has a strong background in financial planning, portfolio management and insurance. John's clients include individuals, high-net-worth individuals, families, businesses and pension and profit-sharing plans.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
PA
03/06/1998 - Present
Avantax Advisory Services (Pittsburgh PA)
BC
Issued 05/22/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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