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 Van Moffaert is a financial advisor with Cetera Investment Advisers LLC. John has been in the financial services industry since September 2009. John is registered with the state of Illinois and has a Series 6, 7, 24, 63, and 66 licenses. John is also registered with FINRA. John provides a variety of financial services to individuals, businesses, and institutions. These services include financial planning, portfolio management, pension consulting, educational seminars, and selection of other advisors. John's firm, Cetera Investment Advisers LLC, is a Registered Investment Advisor (RIA) and provides investment advisory services to individuals, families, businesses, and institutions. Cetera Investment Advisers LLC is headquartered in Schaumburg, Illinois.
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
IL
01/24/2023 - Present
Cetera Investment Advisers LLC (LOMBARD IL)
IL
09/11/2009 - 06/24/2019
FORESTERS FINANCIAL SERVICES, INC. (LOMBARD IL)
BOTH
Issued 9/12/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 9/18/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 4/20/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/2010
Series 7 - General Securities Representative Examination
BC
Issued 9/10/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure John Van moffaert is the right advisor for you? Invested Better is here to help.
