Unclaimed
John Carl Zechman is a financial advisor with Cetera Investment Advisers LLC. John Carl Zechman is a registered representative and investment advisor representative, with a broad range of experience in the financial industry. John Carl Zechman provides financial planning and investment management services to individuals, families, and businesses. John Carl Zechman has held prior positions at VOYA FINANCIAL ADVISORS, INC. and NYLIFE SECURITIES INC., demonstrating a commitment to serving clients across various stages of life.
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
OH
06/29/2023 - Present
Cetera Investment Advisers LLC (TOLEDO OH)
OH
07/19/2006 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (TOLEDO OH)
OH
10/16/1998 - 07/25/2006
NYLIFE SECURITIES INC. (TOLEDO OH)
MN
03/21/1995 - 08/04/1998
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
BOTH
Issued 5/27/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 8/10/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 8/9/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/20/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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