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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph John Kovach is an investment advisor representative associated with Rockport Wealth Advisors, based in Fairview Park, OH. Joseph John Kovach has been in the industry since June 5, 1995. Joseph John Kovach holds a Series 63, 65, 7 and 24 license. The firm specializes in providing financial planning, portfolio management, and consultation services for individuals, high-net-worth individuals, corporations, and charitable organizations. Joseph John Kovach is also part-owner of Rockport Wealth, LLC and is the President of JJK Financial Inc.
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.
Personalized portfolio management to meet individual financial objectives.
Consultation services
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.
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2
OH
08/16/2021 - Present
Rockport Wealth Advisors (FAIRVIEW PARK OH)
OH
05/18/2012 - 01/28/2021
CETERA ADVISORS LLC (FAIRVIEW PARK OH)
OH
02/17/2000 - 05/18/2012
NEW ENGLAND SECURITIES (HIGHLAND HILLS OH)
CT
05/19/1999 - 02/23/2000
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
CA
07/31/1998 - 05/24/1999
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NY
06/06/1995 - 08/12/1998
NEW ENGLAND SECURITIES (NEW YORK NY)
IA
Issued 03/19/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/26/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/20/1998
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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