Unclaimed
John Cummings is an investment advisor representative at Cerity Partners LLC. John has been working in the financial services industry since 1994. John has been registered as an investment advisor representative with the state of Pennsylvania since 2024. John also holds the following licenses: Series 7, Series 24, Series 63, and Series 65. John's previous experience includes working for YP, LLC and Federated Securities Corp.
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.
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.
Tax services; bill pay
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
PA
08/28/2024 - Present
Cerity Partners LLC (Pittsburgh PA)
PA
12/02/1998 - 11/11/2002
YP, LLC (PITTSBURGH PA)
PA
10/31/1994 - 11/02/1998
FEDERATED SECURITIES CORP. (PITTSBURGH PA)
IA
Issued 03/12/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/18/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/30/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/28/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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