Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Goetz is a financial advisor with over 30 years of experience in the industry. Currently, John is an Investment Advisor Representative at Fort Washington Investment Advisors Inc., located in Cincinnati, Ohio. John has previously held positions at W&S Brokerage Services, Inc. and Leshner Financial Services, Inc. John has a broad range of experience, specializing in financial planning, portfolio management, and selection of other advisors. John has passed the Series 63, 53, 24, and 7 examinations.
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.
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.
Sub-advisory
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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2
OH
08/28/2002 - Present
Fort Washington Investment Advisors Inc. (CINCINNATI OH)
OH
12/22/1994 - 02/27/2007
W&S BROKERAGE SERVICES, INC. (CINCINNATI OH)
OH
06/30/1987 - 12/22/1994
LESHNER FINANCIAL SERVICES, INC. (CINCINNATI OH)
NA
06/20/1984 - 07/27/1987
COUNTRYWIDE INVESTMENTS, INC.
BC
Issued 02/05/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/04/1987
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/08/1987
Series 24 - General Securities Principal Examination
BC
Issued 06/16/1984
Series 7 - General Securities Representative Examination
Active
Inactive
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