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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 Edward Dailey is a financial advisor with Cetera Investment Advisers LLC, located in Lakewood, Ohio. John has over 25 years of experience in the financial services industry, specializing in financial planning, pension consulting, educational seminars, and portfolio management. John has worked with individuals, high-net-worth individuals, businesses, corporations, charitable organizations, and pension and profit-sharing plans. John is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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
OH
04/08/2019 - Present
Cetera Investment Advisers LLC (LAKEWOOD OH)
OH
10/30/2017 - 03/22/2019
CITIZENS SECURITIES, INC. (FAIRVIEW PARK OH)
IA
03/10/1994 - 03/16/1995
SECURITIES MANAGEMENT & RESEARCH, INC. (CEDAR RAPIDS IA)
NJ
10/26/1989 - 04/09/1992
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
10/26/1989 - 04/09/1992
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
BC
Issued 12/11/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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