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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 Edgar Morrill is a financial advisor with Cetera Investment Advisers LLC. John has over 29 years of experience in the financial services industry. John has a broad range of experience in providing financial planning, investment advice, and insurance solutions. John holds Series 6, 7, 24, 26, and 63 licenses and is also a Chartered Financial Consultant. John's clients include individuals, families, businesses, and retirement plans. John is committed to helping clients achieve their financial goals.
EVERGREEN, CO
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
CO
06/29/2023 - Present
Cetera Investment Advisers LLC (EVERGREEN CO)
FL
03/14/2019 - 09/30/2021
DMK ADVISOR GROUP, INC. (LUTZ FL)
CO
01/03/2003 - 09/25/2017
VOYA AMERICA EQUITIES, INC. (DENVER CO)
CO
06/21/2001 - 12/31/2002
MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)
PA
07/24/1997 - 11/05/2001
ING AMERICA EQUITIES, INC. (WEST CHESTER PA)
MI
04/05/1994 - 09/12/1996
SIGMA FINANCIAL CORPORATION (ANN ARBOR MI)
NY
08/13/1993 - 03/09/1994
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
08/13/1993 - 03/09/1994
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
NJ
04/08/1991 - 08/25/1993
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
04/08/1991 - 08/25/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
BC
Issued 4/23/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/2/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 2/9/1995
Series 24 - General Securities Principal Examination
BC
Issued 9/25/2017
SIE - Securities Industry Essentials Examination
BC
Issued 11/3/1994
Series 7 - General Securities Representative Examination
BC
Issued 4/5/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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