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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 Mancinotti is an investment advisor representative at Everhart Advisors. John has been in the industry for over 10 years and has a strong background in financial planning, portfolio management, and pension consulting. John is also a Certified Financial Planner. John is committed to providing his clients with personalized financial advice and helping them reach their financial goals. John is registered in the state of Ohio and is active in the Investment Advisor Representative (IAR) role. John's previous employer was Ameritas Investment Company, LLC. John has a diverse work background including positions at The Ohio State University, ProBank Austin, and Batelle.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
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2
OH
03/10/2023 - Present
Everhart Advisors (DUBLIN OH)
OH
10/15/2020 - 02/02/2023
AMERITAS INVESTMENT COMPANY, LLC (TOLEDO OH)
BOTH
Issued 09/01/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/15/2020
Series 7TO - General Securities Representative Examination
BC
Issued 08/07/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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