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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 Evan Schooler is a financial professional with over 30 years of experience in the financial services industry. John has a strong background in providing comprehensive financial planning and investment management services to a wide range of clients, including individuals, families, businesses, and institutions. John is a registered representative and investment advisor representative with Cetera Investment Advisers LLC. Prior to joining Cetera, John was a financial advisor with First Financial Equity Corporation for 11 years. John is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals. John holds the Series 7, 63, 65, 24, 28, 53, and SIE licenses and is also a Chartered Financial Consultant.
San Diego, CA
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
CA
06/29/2023 - Present
Cetera Investment Advisers LLC (San Diego CA)
CA
07/29/2011 - 04/20/2022
FIRST FINANCIAL EQUITY CORPORATION (San Diego CA)
CA
07/18/2011 - 07/29/2011
WFP SECURITIES (SAN DIEGO CA)
CA
06/14/2011 - 07/29/2011
JRL CAPITAL CORPORATION (IRVINE CA)
CA
01/17/1994 - 07/06/2011
WFP SECURITIES (SAN DIEGO CA)
CA
07/26/1993 - 01/20/1994
MONTANO SECURITIES CORPORATION (ORANGE CA)
IA
Issued 10/9/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 7/8/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/27/1993
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/19/1993
Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination
BC
Issued 10/5/1993
Series 4 - Registered Options Principal Examination
BC
Issued 9/17/1993
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/23/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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