Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Anthony Mundell is a registered investment advisor representative with Cetera Investment Advisers LLC and has been in the industry since 1999. John has worked for several firms throughout his career, including GWN Securities Inc., Fortune Financial Services, Inc., Sammons Securities Company, LLC, Walnut Street Securities, Inc., Conseco Securities, Inc., and MONY Securities Corp. John has passed the Securities Industry Essentials Examination (SIE) and the Investment Company Products/Variable Contracts Representative Examination (Series 6). John is registered in the state of Ohio as a broker-dealer and investment advisor representative.
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
OH
06/29/2023 - Present
Cetera Investment Advisers LLC (WESTLAKE OH)
OH
06/30/2006 - 12/31/2007
GWN SECURITIES INC. (NORTH RIDGEVILLE OH)
PA
01/02/2004 - 07/07/2006
FORTUNE FINANCIAL SERVICES, INC. (NEW BRIGHTON PA)
MI
02/09/2002 - 12/31/2003
SAMMONS SECURITIES COMPANY, LLC (ANN ARBOR MI)
CA
02/26/2001 - 02/09/2002
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
IN
01/21/2000 - 02/21/2001
CONSECO SECURITIES, INC. (CARMEL IN)
NY
05/27/1998 - 09/08/1998
MONY SECURITIES CORP. (NEW YORK NY)
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/22/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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