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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 Galvin is a financial advisor with Bahl & Gaynor Inc., a firm with a long history in the financial services industry. John has been an active advisor in the industry since 2003. John is dedicated to providing tailored financial advice to clients of all backgrounds, including high-net-worth individuals, corporations, and institutions. The firm offers a range of services, including financial planning, portfolio management, and educational seminars.
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.
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.
Strategic management for diversified investment portfolios.
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
02/28/2024 - Present
Bahl & Gaynor Inc. (CINCINNATI OH)
NJ
10/22/2009 - 06/30/2023
ADVISORS ASSET MANAGEMENT, INC. (PRINCETON NJ)
NJ
01/15/2003 - 05/13/2009
UBS FINANCIAL SERVICES INC. (PRINCETON NJ)
BOTH
Issued 02/11/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 01/14/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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