Unclaimed
John George Black has been in the financial industry since January 21, 1986 and is currently registered with Cetera Investment Advisers LLC. John has worked with several firms over the years, including Summit Brokerage Services, Inc. and Wachovia Securities Financial Network, Inc. John is a registered representative and investment advisor representative in multiple states, including Florida and Texas. John holds several licenses, including Series 7, 10, 9, 8, 4, 24, 63 and 65, and provides financial planning, pension consulting, and educational seminars as part of his services. John is a highly experienced financial professional with a focus on helping clients meet 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.
1
2
FL
06/29/2023 - Present
Cetera Investment Advisers LLC (MIAMI FL)
FL
02/03/2003 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (MIAMI FL)
MO
01/02/2001 - 02/18/2003
WACHOVIA SECURITIES FINANCIAL NETWORK, INC. (ST. LOUIS MO)
FL
11/21/1994 - 01/02/2001
JWGENESIS SECURITIES, INC. (BOCA RATON FL)
MO
09/21/1987 - 12/02/1994
CORPORATE SECURITIES GROUP, INC. (ST. LOUIS MO)
NA
01/22/1986 - 09/22/1987
BLINDER, ROBINSON & CO., INC.
IA
Issued 01/20/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/31/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/02/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 08/10/1987
Series 4 - Registered Options Principal Examination
BC
Issued 01/05/1987
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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