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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 Konikowski has been in the financial industry since 1997 and is currently registered with Cetera Investment Advisers LLC. John provides financial planning, pension consulting, and portfolio management services to individuals, businesses, and charitable organizations. John is licensed to provide investment advice in Alabama, California, Connecticut, Florida, Louisiana, Michigan, Minnesota, Mississippi, Texas, and Wisconsin.
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
CT
06/05/2024 - Present
Cetera Investment Advisers LLC (SOUTHINGTON CT)
CT
02/22/2016 - 03/01/2024
CUSO FINANCIAL SERVICES, L.P. (Groton CT)
CT
02/22/2016 - 03/01/2024
SORRENTO PACIFIC FINANCIAL, LLC (Southington CT)
CT
07/09/2010 - 02/24/2016
PRUDENTIAL ANNUITIES DISTRIBUTORS, INC (SHELTON CT)
IN
06/06/2008 - 06/02/2010
LINCOLN FINANCIAL SECURITIES CORPORATION (FORT WAYNE IN)
CT
02/06/2007 - 06/02/2010
LINCOLN FINANCIAL ADVISORS CORPORATION (HARTFORD CT)
CT
05/16/2006 - 02/07/2007
NEWALLIANCE INVESTMENTS, INC. (WALLINGFORD CT)
CT
11/07/2005 - 05/15/2006
LINCOLN FINANCIAL ADVISORS CORPORATION (WINDSOR CT)
CT
11/07/2005 - 05/15/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (WINDSOR CT)
OH
08/23/2005 - 11/07/2005
WRP INVESTMENTS, INC. (YOUNGSTOWN OH)
IN
11/09/1999 - 08/15/2005
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IN
06/01/1998 - 08/15/2005
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
PA
08/18/1997 - 06/01/1998
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
CA
07/02/1997 - 08/15/1997
TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)
IA
Issued 12/29/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/25/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/04/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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