Unclaimed
John Zegeer is a financial advisor based in Fredericksburg, VA with over 30 years of experience in the financial services industry. John currently works with Centaurus Financial, Inc. and has been with them since June 2007. John has previously held roles with Questar Capital Corporation, USALLIANZ Securities, Inc., Signator Investors, Inc., John Hancock Mutual Life Insurance Company, First Investors Corporation, John Hancock Distributors, Inc., Legg Mason Wood Walker, Incorporated and Legg Mason Masten Inc. John provides financial planning and investment advice to individuals and businesses. John's areas of specialization include retirement planning, college savings, and estate planning.
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.
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2
VA
06/25/2007 - Present
Centaurus Financial, Inc. (FREDERICKSBURG VA)
VA
12/01/2006 - 07/05/2007
QUESTAR CAPITAL CORPORATION (FREDERICKSBURG VA)
VA
06/14/2000 - 12/01/2006
USALLIANZ SECURITIES, INC. (FREDERICKSBURG VA)
MA
03/19/1992 - 06/21/2000
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
03/02/1988 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
NJ
02/06/1991 - 02/07/1992
FIRST INVESTORS CORPORATION (EDISON NJ)
MA
03/02/1988 - 12/31/1990
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
NA
11/03/1987 - 02/24/1988
LEGG MASON WOOD WALKER, INCORPORATED
NA
10/30/1987 - 11/04/1987
LEGG MASON MASTEN INC.
NA
03/07/1986 - 10/30/1987
LEGG MASON WOOD WALKER, INCORPORATED
NA
08/26/1982 - 01/31/1986
FIRST JERSEY SECURITIES, INC.
BC
Issued 09/02/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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