Unclaimed
John Patrick Galvin is a registered representative with Bahl & Gaynor Inc. John has over 14 years of experience in the financial services industry. John is a Series 7, Series 66, Series 24 and Series 79TO licensed professional. Prior to joining Bahl & Gaynor Inc., John was a registered representative with Advisors Asset Management, Inc. in Suwanee, Georgia. John is dedicated to providing his clients with personalized financial advice and guidance.
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
03/01/2024 - Present
Bahl & Gaynor Inc. (CINCINNATI OH)
GA
09/30/2009 - 06/30/2023
ADVISORS ASSET MANAGEMENT, INC. (Suwanee GA)
BOTH
Issued 12/09/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/14/2010
Series 24 - General Securities Principal 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 09/29/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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