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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 Edmund Yannick is an active investment advisor representative with Cetera Investment Advisers LLC. John has been in the industry since September 28, 2006. Cetera Investment Advisers LLC is a registered investment adviser with the Securities and Exchange Commission (SEC). They have offices in Schaumburg, Illinois, and have reported assets under management between $100 billion and $500 billion. John Yannick is registered with the SEC, FINRA, and the states of Alabama, Arizona, California, Connecticut, Florida, Georgia, Illinois, Kansas, Maryland, Minnesota, Mississippi, New Jersey, New York, North Carolina, Ohio, South Carolina, Tennessee, Texas, Wisconsin, and Wyoming. John Yannick is also registered as an investment adviser representative with the state of Texas.
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
FL
05/02/2018 - Present
Cetera Investment Advisers LLC (ROCKLEDGE FL)
FL
07/18/2016 - 05/31/2018
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (PALM BEACH GARDENS FL)
FL
08/19/2009 - 05/12/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MERRITT ISLAND FL)
NJ
05/10/2006 - 06/04/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (RED BANK NJ)
BOTH
Issued 6/20/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 3/8/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 9/10/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/8/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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