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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 Emerson Willse is a financial professional with over 30 years of experience in the financial services industry. John is currently registered with Cetera Investment Advisers LLC and has previously worked with PROEQUITIES, INC., THE LEADERS GROUP, INC., and CANTELLA & CO., INC. John is a CERTIFIED FINANCIAL CONSULTANT and holds the Series 7, Series 24, Series 63 and Series 65 licenses. John provides financial planning and investment management services to individuals, businesses, and institutions.
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
NC
03/21/2024 - Present
Cetera Investment Advisers LLC (WILMINGTON NC)
NC
04/15/2014 - 03/20/2015
PROEQUITIES, INC. (RALEIGH NC)
CO
08/27/2009 - 03/26/2014
THE LEADERS GROUP, INC. (LITTLETON CO)
NC
05/21/2009 - 09/09/2009
CANTELLA & CO., INC. (WILMINGTON NC)
CO
06/06/2007 - 05/20/2009
THE LEADERS GROUP, INC. (LITTLETON CO)
NC
10/11/2005 - 06/05/2007
NFP SECURITIES, INC. (HAMPSTEAD NC)
IN
07/09/2004 - 10/12/2005
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
CO
02/03/1999 - 07/13/2004
THE LEADERS GROUP, INC. (LITTLETON CO)
NC
06/25/2001 - 09/06/2002
HARRIS FINANCIAL SERVICES, LLC (CHARLOTTE NC)
CA
12/15/1997 - 03/08/1999
TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)
CO
10/21/1997 - 12/09/1997
THE LEADERS GROUP, INC. (LITTLETON CO)
CA
08/17/1995 - 10/17/1997
JACKSON NATIONAL FINANCIAL SERVICES, INC. (LOS ANGELES CA)
NE
09/13/1993 - 05/02/1995
AMERITAS INVESTMENT CORP. (LINCOLN NE)
NA
07/28/1988 - 08/02/1993
C.A.L. INVESTMENT SERVICES INC. (SASKATCHEWAN S4P 3B1 )
NA
04/14/1987 - 07/07/1987
MID-ATLANTIC SECURITIES, INC.
NA
05/31/1985 - 01/13/1987
INTEGRATED RESOURCES EQUITY CORPORATION
IA
Issued 10/23/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/04/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/28/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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