Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Roeckel is a financial professional with over 30 years of experience in the financial services industry. John is currently registered with Cetera Investment Advisers LLC and is a partner at Pinnacle Wealth Advisors, LLC. John’s experience includes providing financial planning and investment advice to individuals, businesses, and retirement plans. He is also a registered principal and holds the Series 65 and Series 7 licenses. John’s focus is on providing customized financial solutions to meet the unique needs of each client. He also has a passion for serving the youth baseball community, working as a baseball umpire for youth baseball since 2023. John is committed to helping clients achieve their financial goals and provide guidance and support through every stage of their lives.
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.
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2
NJ
03/31/2023 - Present
Cetera Investment Advisers LLC (TURNERSVILLE NJ)
PA
02/29/2008 - 12/31/2021
WESTERN INTERNATIONAL SECURITIES, INC. (Fort Washington PA)
PA
05/04/2004 - 04/02/2008
NRP FINANCIAL, INC. (FT. WASHINGTON PA)
CA
08/01/2003 - 05/06/2004
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NY
07/01/1999 - 08/01/2003
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
NY
04/02/1998 - 07/08/1999
BURNHAM SECURITIES INC. (NEW YORK NY)
NA
11/25/1997 - 04/08/1998
FUHRMAN - MATT SECURITIES, INC.
IA
06/26/1996 - 09/25/1997
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
NY
08/13/1992 - 06/21/1996
BEAR, STEARNS SECURITIES CORP. (BROOKLYN NY)
NY
03/04/1992 - 06/21/1996
BEAR, STEARNS & CO. INC. (NEW YORK NY)
IA
Issued 04/12/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/04/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/01/1993
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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