Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Foley is a financial advisor with over 30 years of experience in the industry. John has a wide range of experience in financial services, including investment planning, life insurance, and tax preparation. John is a Certified Financial Planner and a Chartered Financial Consultant. Currently, John works with Cetera Investment Advisers LLC. Prior to that, John has worked with Investment Planners, Inc., LPL Financial LLC, Comprehensive Asset Management and Servicing, Inc., Linsco/Private Ledger Corp., and Pruco Securities Corporation. John specializes in working with individuals, families, and small businesses to achieve their financial goals. John is committed to providing his clients with personalized financial advice that is tailored to their individual needs.
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
IL
06/29/2023 - Present
Cetera Investment Advisers LLC (BETHANY IL)
IL
11/04/2013 - 02/20/2019
INVESTMENT PLANNERS, INC. (CHAMPAIGN IL)
IL
02/24/2006 - 11/21/2013
LPL FINANCIAL LLC (SAVOY IL)
IL
08/27/2003 - 03/02/2006
COMPREHENSIVE ASSET MANAGEMENT AND SERVICING, INC. (SAVOY IL)
SC
03/05/1999 - 09/09/2003
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NJ
10/24/1984 - 03/15/1999
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 4/21/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/18/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 3/23/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/29/1997
Series 7 - General Securities Representative Examination
BC
Issued 10/19/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure John Foley is the right advisor for you? Invested Better is here to help.
