Unclaimed
John Carlson is a financial advisor with Cetera Investment Advisers LLC. John is a registered representative in Delaware, Florida, Maryland, Massachusetts, Pennsylvania and Texas. John also has an Investment Adviser Representative (IAR) registration in Pennsylvania and Texas. John has been in the financial services industry since November 9, 2006. In addition to his work with Cetera, John is also involved with other businesses, including Penn Street Mortgage, SMOKER & CO DBA SMOKER WEALTH MANAGEMENT, and TJF Properties.
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
PA
02/23/2023 - Present
Cetera Investment Advisers LLC (LEOLA PA)
PA
11/09/2006 - 04/01/2015
PARK AVENUE SECURITIES LLC (WESTCHESTER PA)
BOTH
Issued 1/5/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/8/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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