Unclaimed
John Courtney Nave is a financial advisor currently registered with Cetera Investment Advisers LLC in Pittsburgh, PA. John has been in the financial industry since 2001 and is currently registered in 7 states. John also works with Brentwood Bank DBA Brentwood Advisors, LLC as a Financial Advisor, AVP with Bank, President/Program Manager with DBA. John has experience with various financial products and services, including insurance, brokerage, and advisory.
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
07/28/2023 - Present
Cetera Investment Advisers LLC (Pittsburgh PA)
PA
07/05/2011 - 08/23/2023
LPL FINANCIAL LLC (PITTSBURGH PA)
PA
03/01/2002 - 07/05/2011
UVEST FINANCIAL SERVICES GROUP, INC. (BETHEL PARK PA)
PA
06/28/2001 - 03/01/2002
T.H.E. FINANCIAL GROUP, LTD (MECHANICSBURG PA)
BOTH
Issued 05/22/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/10/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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