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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 Gerald Roeller is a financial advisor with over 20 years of experience in the industry. John is a CERTIFIED FINANCIAL PLANNER™ professional and has experience working with a range of clients, including high-net-worth individuals, corporations and charitable organizations. He is currently registered with the state of Washington as both a Broker-Dealer and Investment Advisor Representative for Financial Advocates Investment Management. John’s previous experience includes working with KMS Financial Services, Inc., Sun Life Financial Distributors, Inc., Symetra Investment Services, Inc., American Express Financial Advisors Inc. and IDS Life Insurance Company. John has a strong commitment to providing personalized financial advice and helping clients 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.
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
WA
05/06/2014 - Present
Financial Advocates Investment Management (OLYMPIA WA)
WA
01/12/2010 - 08/18/2010
KMS FINANCIAL SERVICES, INC. (SEATTLE WA)
MA
06/23/2006 - 12/02/2009
SUN LIFE FINANCIAL DISTRIBUTORS, INC. (WELLESLEY HILLS MA)
MA
09/05/2002 - 06/01/2006
SYMETRA INVESTMENT SERVICES, INC. (BOSTON MA)
NA
03/24/1993 - 01/16/1995
AMERICAN EXPRESS FINANCIAL ADVISORS INC.
NA
03/24/1993 - 01/16/1995
IDS LIFE INSURANCE COMPANY
BOTH
Issued 11/10/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/18/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/2002
Series 7 - General Securities Representative Examination
BC
Issued 03/19/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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