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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Carlson is a financial advisor with Cetera Investment Advisers LLC, based in LEOLA, PA. John has been in the industry since 2006 and holds Series 66, SIE and Series 7 licenses. In addition to Cetera Investment Advisers, John is also associated with SMOKER & CO DBA SMOKER WEALTH MANAGEMENT, a firm that provides financial advisory services. John also owns a real estate rental business, TJF Properties, and works as a mortgage broker/co-owner for Penn Street Mortgage. John works with a variety of client types, including individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. John provides financial planning, portfolio management, pension consulting and educational seminars.
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
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 01/05/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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