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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 Bartell is a financial advisor with Cetera Investment Advisers LLC. John has been in the financial services industry since August 1996. John is a Series 63, Series 66, and Series 7 licensed professional. John specializes in financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.
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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2
FL
06/29/2023 - Present
Cetera Investment Advisers LLC (BOCA RATON FL)
FL
11/13/2003 - 06/11/2021
VOYA FINANCIAL ADVISORS, INC. (BOCA RATON FL)
TX
06/17/2002 - 10/30/2003
NFP SECURITIES, INC. (AUSTIN TX)
IN
04/12/2002 - 06/19/2002
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IN
06/01/1998 - 06/19/2002
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
PA
08/07/1996 - 06/01/1998
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
BC
Issued 10/8/2004
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 12/14/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/6/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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