Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Frederick Stauffer is a financial professional registered with Cetera Investment Advisers LLC and Financial Management Strategies, Inc. John has been in the financial services industry since 2010 and has experience in a variety of areas, including investment advisory, insurance, and manufacturing. John is committed to providing his clients with personalized financial advice and helping them achieve their financial goals. Cetera Investment Advisers LLC is a large, national firm with over 100,000 clients and over $100 billion in assets under management. The firm offers a variety of financial services, including investment advisory, financial planning, and retirement planning.
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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OH
06/29/2023 - Present
Cetera Investment Advisers LLC (BROADVIEW HEIGHTS OH)
OH
02/11/2010 - 01/30/2017
PARK AVENUE SECURITIES LLC (CANTON OH)
BC
Issued 10/11/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/10/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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