Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Kalianov is a financial professional with over 35 years of experience in the financial services industry. John is currently registered with Avantax Advisory Services and holds a Series 7, Series 24, and Series 63 licenses. John has also earned the Certified Financial Planner and Chartered Financial Consultant designations. John has a broad range of experience with firms such as Crown Capital Securities, L.P., Pacific Select Distributors, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. John offers a variety of financial services including investment planning, financial planning, estate planning, retirement planning, and tax planning.
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
CA
02/09/2024 - Present
Avantax Advisory Services (Laguna Niguel CA)
CA
04/22/2005 - 02/14/2024
CROWN CAPITAL SECURITIES, L.P. (LAGUNA NIGUEL CA)
CA
04/27/1989 - 02/04/2004
PACIFIC SELECT DISTRIBUTORS, INC. (NEWPORT BEACH CA)
NA
11/04/1987 - 04/14/1988
SME CAPITAL MANAGEMENT CORPORATION
NA
07/30/1987 - 12/31/1987
ADVANTAGE CAPITAL CORPORATION
NA
11/11/1986 - 09/11/1987
PRUCO SECURITIES CORPORATION
NA
04/24/1985 - 08/05/1986
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BC
Issued 05/22/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/16/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure John Kalianov is the right advisor for you? Invested Better is here to help.
