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 as a Registered Representative and Investment Adviser Representative with Cetera Investment Advisers LLC. John also serves as a Partner in Pinnacle Wealth Advisors, LLC, and operates under the DBA of Pinnacle Wealth Inc. John has a broad range of experience working with individual clients, businesses, and institutional investors. John's goal is to provide personalized financial advice and investment management services to help clients achieve their financial goals. John is committed to building long-term relationships with clients based on trust, integrity, and a shared commitment to success.
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
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 4/12/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 9/4/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 4/1/1993
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/2/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure John Roeckel is the right advisor for you? Invested Better is here to help.
