Unclaimed
John Anthony Vicari is a financial advisor at Cetera Investment Advisers LLC. John Vicari has been in the industry since 1982. The advisor is registered in Connecticut, Florida, and New York. The advisor is also registered with FINRA and the SEC. John Vicari has a Series 6, 7, 24, 52, 63, and 65 licenses. John Vicari provides financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals. Cetera Investment Advisers LLC is headquartered in Schaumburg, Illinois and manages approximately $104,468,595,111 in assets.
NAPLES, FL
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
FL
10/28/2020 - Present
Cetera Investment Advisers LLC (NAPLES FL)
FL
12/09/2008 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (NAPLES FL)
NY
01/24/1995 - 12/09/2008
FIRST MONTAUK SECURITIES CORP. (CENTER MORICHES NY)
NA
10/03/1994 - 02/24/1995
MERIDIAN, DUNHILL & CO., INC.
NY
03/28/1990 - 10/03/1994
DUNHILL EQUITIES, INC. (GARDEN CITY NY)
NY
05/14/1988 - 04/12/1990
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
NA
01/02/1987 - 05/14/1988
E. F. HUTTON & COMPANY INC
NA
09/13/1982 - 01/07/1987
DAVID LERNER ASSOCIATES, INC.
IA
Issued 6/30/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 6/11/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/6/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/1986
Series 7 - General Securities Representative Examination
BC
Issued 2/25/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 8/6/1982
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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