Unclaimed
John Adam Harshman is an investment advisor representative with Cetera Investment Advisers LLC. John has been in the securities industry since 2006. John holds the Series 66, Series 7 and Series 24 licenses. Prior to working at Cetera Investment Advisers LLC, John worked at PNC INVESTMENTS, CITIZENS SECURITIES, INC., and NATCITY INVESTMENTS, INC. John currently holds registrations in North Carolina and Pennsylvania.
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.
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.
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.
1
2
PA
09/24/2021 - Present
Cetera Investment Advisers LLC (PITTSBURGH PA)
PA
02/19/2013 - 12/11/2020
CITIZENS SECURITIES, INC. (Pittsburgh PA)
PA
11/13/2009 - 01/30/2013
PNC INVESTMENTS (PITTSBURGH PA)
PA
11/11/2008 - 11/13/2009
NATCITY INVESTMENTS, INC. (PITTSBURGH PA)
PA
12/15/2006 - 10/14/2008
AMERIPRISE FINANCIAL SERVICES, INC. (SEWICKLEY PA)
BOTH
Issued 12/28/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/14/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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