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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 Meklis is a financial advisor with Cetera Investment Advisers LLC. John has been working in the financial services industry since 1998 and has a wealth of experience helping individuals and families achieve their financial goals. John is committed to providing his clients with personalized financial advice and guidance. He offers a variety of services, including financial planning, portfolio management, and investment management. John is also a registered representative with FINRA and a registered investment advisor with the SEC.
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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MA
03/21/2024 - Present
Cetera Investment Advisers LLC (LYNNFIELD MA)
MA
06/10/2004 - 10/03/2016
INVESTORS CAPITAL CORP. (LYNNFIELD MA)
NY
11/19/2002 - 09/16/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MO
01/22/2001 - 11/13/2002
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
08/13/1998 - 01/22/2001
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
04/30/1998 - 07/01/1998
BEAR, STEARNS & CO. INC. (NEW YORK NY)
IA
Issued 03/22/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/20/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/01/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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