Unclaimed
John Cristello is a financial advisor with Cetera Investment Advisers LLC, headquartered in Schaumburg, IL. John has been in the financial services industry since 2001. He has a wide range of experience, having worked with several firms including J.P. Morgan Securities LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Patrick Capital Markets, LLC. Cetera Investment Advisers LLC, is an investment advisor that provides financial planning, pension consulting, and educational seminars. They also provide portfolio management for businesses and individuals. The firm currently manages over $100 billion in assets under management.
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
MN
07/12/2023 - Present
Cetera Investment Advisers LLC (ST CLOUD MN)
CA
07/11/2023 - 07/11/2023
CETERA ADVISOR NETWORKS LLC (EL SEGUNDO CA)
CT
01/10/2019 - 03/06/2023
VOYA INVESTMENTS DISTRIBUTOR, LLC (WINDSOR CT)
NY
04/09/2018 - 01/08/2019
J.P. MORGAN SECURITIES LLC (EAST NORTHPORT NY)
NY
07/13/2017 - 04/02/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HUNTINGTON STATION NY)
NY
02/01/2017 - 06/15/2017
ALT FUND DISTRIBUTORS LLC (NEW YORK NY)
CA
04/05/2016 - 02/23/2017
PATRICK CAPITAL MARKETS, LLC (TRABUCO CANYON CA)
IL
06/20/2006 - 09/19/2011
NORTHERN TRUST SECURITIES, INC. (CHICAGO IL)
NY
08/15/2001 - 06/15/2006
ING INVESTMENT MANAGEMENT SERVICES LLC (NEW YORK NY)
TN
06/14/1999 - 09/06/2001
ALLIANCE FUND DISTRIBUTORS, INC. (NASHVILLE TN)
NY
12/11/1996 - 03/15/1999
DIVERSIFIED INVESTORS SECURITIES CORP. (HARRISON NY)
MA
06/14/1996 - 10/15/1996
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
06/14/1996 - 10/15/1996
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
BC
Issued 04/20/2016
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/28/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/2017
Series 7 - General Securities Representative Examination
BC
Issued 06/13/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure John Cristello is the right advisor for you? Invested Better is here to help.