Unclaimed
John David Strickler is an investment advisor representative for Cetera Investment Advisers LLC and has been in the financial services industry for over 9 years. John David Strickler is registered with FINRA and has Series 66, SIE, and Series 7 licenses. John David Strickler has a total of 10 approved registrations across 10 states. Prior to joining Cetera Investment Advisers LLC, John David Strickler worked at Hancock Whitney Investment Services Inc. and Morgan Stanley. John David Strickler also owns and operates JDS Enterprise Holdings LLC, a residential rental property business. John David Strickler is a Board of Governors member and president for Trinitas Christian School. John David Strickler specializes in providing financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals.
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
FL
07/23/2022 - Present
Cetera Investment Advisers LLC (PENSACOLA FL)
FL
08/04/2020 - 08/10/2022
HANCOCK WHITNEY INVESTMENT SERVICES INC. (PENSACOLA FL)
FL
07/26/2013 - 08/06/2020
MORGAN STANLEY (PENSACOLA FL)
BOTH
Issued 8/26/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/26/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure John Strickler is the right advisor for you? Invested Better is here to help.