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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 Daniel Duni is a financial advisor registered with Cetera Investment Advisers LLC. John has been working in the financial services industry since February 11, 1977, and holds a number of licenses and designations including the Series 63, Series 24, Series 6TO, SIE, Series 7, Series 1, and Chartered Financial Consultant. John has experience with several firms including Securian Financial Services, Inc., MML Investors Services, LLC, MSI Financial Services, Inc., New England Securities, Philadelphia Life Asset Planning Company, and Southwestern Management & Research Corporation. John is also a Board Member of NAIFA Virginia and Richmond Estate Planning Council. John is currently registered with Cetera Investment Advisers LLC and is active in Texas and Virginia.
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
VA
08/10/2023 - Present
Cetera Investment Advisers LLC (MIDLOTHIAN VA)
VA
06/01/2017 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (MIDLOTHIAN VA)
VA
03/25/2017 - 05/22/2017
MML INVESTORS SERVICES, LLC (RICHMOND VA)
VA
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (RICHMOND VA)
VA
09/12/1986 - 01/02/2015
NEW ENGLAND SECURITIES (Richmond VA)
NA
07/03/1986 - 09/12/1986
PHILADELPHIA LIFE ASSET PLANNING COMPANY
NA
02/03/1977 - 07/03/1986
SOUTHWESTERN MANAGEMENT & RESEARCH CORPORATION
BC
Issued 11/16/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 6/14/2001
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/18/1990
Series 7 - General Securities Representative Examination
BC
Issued 2/1/1977
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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