Unclaimed
John Mayfield is a financial advisor with Cetera Investment Advisers LLC. John has over 36 years of experience in the financial services industry. John holds multiple licenses and certifications, including Series 7, 6, 63, 66, 24, 4, 52, 53, and 31. John is also a Certified Financial Planner. John has previously worked with Hancock Whitney Investment Services Inc., SunTrust Investment Services, Inc., Allstate Financial Services, LLC, Atlas Securities, Inc., Mutual Service Corporation, Equity Services, Inc., John Hancock Distributors, Inc., John Hancock Mutual Life Insurance Company, and United Planners' Financial Services of America A Limited Partner. John is registered to provide investment advisory services in Florida and Texas. John specializes in working with individuals, families, and businesses. John offers a variety of services, including financial planning, portfolio management, 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.
1
2
FL
07/23/2022 - Present
Cetera Investment Advisers LLC (PENSACOLA FL)
LA
12/19/2019 - 08/10/2022
HANCOCK WHITNEY INVESTMENT SERVICES INC. (NEW ORLEANS LA)
FL
09/18/2000 - 12/17/2019
SUNTRUST INVESTMENT SERVICES, INC. (JACKSONVILLE FL)
NE
07/21/1999 - 09/26/2000
ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)
CA
12/10/1997 - 04/24/1998
ATLAS SECURITIES, INC. (SAN LEANDRO CA)
MA
10/30/1996 - 12/05/1997
MUTUAL SERVICE CORPORATION (BOSTON MA)
VT
09/22/1994 - 11/04/1996
EQUITY SERVICES, INC. (MONTPELIER VT)
MA
09/12/1992 - 10/17/1994
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
09/12/1992 - 10/17/1994
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
AZ
03/31/1992 - 08/13/1992
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (SCOTTSDALE AZ)
NA
08/27/1985 - 02/07/1990
JOHN HANCOCK DISTRIBUTORS, INC.
MA
11/15/1982 - 02/07/1990
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
BOTH
Issued 1/16/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 7/13/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 6/28/2004
Series 53 - Municipal Securities Principal Examination
BC
Issued 5/19/2003
Series 4 - Registered Options Principal Examination
BC
Issued 11/28/2000
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/23/2012
Series 31 - Futures Managed Funds Examination
BC
Issued 11/15/1986
Series 7 - General Securities Representative Examination
BC
Issued 11/12/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure John Mayfield is the right advisor for you? Invested Better is here to help.