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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 a financial advisor with Cetera Investment Advisers LLC in Rockledge, Florida. John Edmund Yannick has been in the financial services industry since 2006. John Edmund Yannick holds licenses in the state of Florida and Texas. John Edmund Yannick previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and American Portfolios Financial Services, Inc.. John Edmund Yannick's firm, Cetera Investment Advisers LLC, is an independent financial advisory firm with offices in Schaumburg, Illinois. Cetera Investment Advisers LLC provides financial advisory services to individuals, businesses, and institutions. The firm has over 16,000 clients and manages over $100 billion in assets.
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 06/20/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/08/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/10/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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