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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 has been working in the financial industry since 1998 and is currently registered with Cetera Investment Advisers LLC. John has a wide range of experience in the financial industry, having worked for several firms including Investors Capital Corporation and Merrill Lynch. John holds the Series 7, Series 24, Series 63 and Series 65 licenses and is registered in several states. John provides financial advice to individual clients, businesses and pension and profit-sharing plans.
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
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 3/22/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 5/20/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 2/1/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/28/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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