Unclaimed
John Anthony Desalva is a financial advisor with Cetera Investment Advisers LLC. John has been in the industry since 1993 and has experience providing financial planning, portfolio management, and other financial services to individuals, businesses, and institutions. John has a wide range of experience working with clients in various sectors, including high-net-worth individuals, corporations, and pension plans. Previously, John held roles at firms such as Tower Square Securities, Inc., Walnut Street Securities, Inc., and Advantage Capital Corporation. John is licensed to provide financial services in all 50 states and the District of Columbia.
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
CT
06/29/2023 - Present
Cetera Investment Advisers LLC (GEORGETOWN CT)
CT
03/05/1996 - 09/03/2013
TOWER SQUARE SECURITIES, INC. (GEORGETOWN CT)
CT
08/11/2011 - 08/30/2013
WALNUT STREET SECURITIES, INC. (GEORGETOWN CT)
GA
08/15/1994 - 03/06/1996
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
CA
08/11/1993 - 08/15/1994
TRAVELERS EQUITIES SALES, INC. (EL SEGUNDO CA)
BOTH
Issued 01/08/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/12/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/12/2010
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 01/06/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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