Unclaimed
John Derek Pettigrew is a registered investment advisor representative with Cetera Investment Advisers LLC. John has been working in the financial industry since January 22, 2007. John has passed the Series 6, Series 7, Series 63 and Series 65 exams. John has been registered with Cetera Investment Advisers LLC since August 5, 2020. Previously, John was registered with St. Bernard Financial Services, Inc. and Woodstock Financial Group, Inc. John is also a Certified Public Accountant and is the owner of Pettigrew Accounting Services, DBA Pettigrew & Pettigrew CPAs.
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
GA
08/05/2020 - Present
Cetera Investment Advisers LLC (MILLEDGEVILLE GA)
GA
12/13/2019 - 07/27/2020
ST. BERNARD FINANCIAL SERVICES, INC. (Milledgeville GA)
GA
01/23/2007 - 12/12/2019
WOODSTOCK FINANCIAL GROUP, INC. (MILLEDGEVILLE GA)
IA
Issued 7/15/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 3/5/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 9/21/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/22/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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