Unclaimed
John Micklitsch is an investment advisor representative registered with Ancora Advisors LLC in Mayfield Heights, Ohio. John has been registered with the state of Ohio since August 4, 2011. John has a Series 63 and a Series 65. John was previously registered with Dean Witter Reynolds Inc. in Purchase, New York from March 16, 1994 to May 16, 1996. John also holds a Series 7 and a Series 31. John is a Director of Biltmore Trust and Biltmore Insurance.
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.
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.
Insurance & credit and cash management solutions
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.
Revenue sharing with frs, and on credit and cash mgmt solutions
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2
OH
08/04/2011 - Present
Ancora Advisors LLC (MAYFIELD HEIGHTS OH)
NY
03/16/1994 - 05/16/1996
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 07/14/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/23/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/18/1994
Series 31 - Futures Managed Funds Examination
BC
Issued 03/15/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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