Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Coloso is an investment advisor representative with Cetera Investment Advisers LLC. John has been in the securities industry since July 19, 1984. John is registered with the state of Wisconsin and Texas and has been registered with Cetera Investment Advisers LLC since September 2022. Prior to joining Cetera Investment Advisers LLC, John was an investment advisor representative with First Allied Securities, Inc. from May 30, 2008 to September 8, 2022. John is also a registered representative and has been registered with FINRA since October 19, 1985. John's office is located in Wauwatosa, Wisconsin. John specializes in financial planning, portfolio management for individuals and businesses, and pension consulting.
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
WI
11/12/2020 - Present
Cetera Investment Advisers LLC (WAUWATOSA WI)
WI
05/30/2008 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (WAUWATOSA WI)
WI
01/07/2002 - 05/30/2008
FFP SECURITIES, INC. (WAUWATOSA WI)
WI
07/20/1984 - 01/17/2002
EQUABLE SECURITIES CORPORATION (MILWAUKEE WI)
BOTH
Issued 06/24/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/02/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/1985
Series 7 - General Securities Representative Examination
BC
Issued 08/23/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 07/19/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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