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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 James Meany is an investment advisor representative with Cetera Investment Advisers LLC. John is based in Sarasota, FL. John has been in the industry since 1994 and has been registered with Cetera Investment Advisers LLC since 2023. Prior to joining Cetera, John was registered with Summit Brokerage Services, Inc. and Financial Northeastern Securities, Inc. John specializes in financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. John has Series 7, 63, 24 and 72 licenses and the SIE designation. John has a total of 22 approved state registrations and 2 approved IA state registrations.
SARASOTA, FL
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 (SARASOTA FL)
FL
04/13/2015 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (SARASOTA FL)
NJ
04/08/1994 - 04/29/2015
FINANCIAL NORTHEASTERN SECURITIES, INC. (FAIRFIELD NJ)
IA
Issued 9/10/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 5/25/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 9/12/2016
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 72 - Government Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/18/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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