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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 Joseph Laggis is a financial advisor registered with Cetera Investment Advisers LLC and has been in the industry since April 19, 1987. John Joseph Laggis is also a registered investment advisor with the state of Connecticut since July 9, 2020 and the state of Texas since October 28, 2020. John Joseph Laggis is associated with Cetera Investment Advisers LLC's office in NORTH HAVEN, CT. John Joseph Laggis has passed numerous securities exams, including the Series 7, Series 6, Series 26, Series 63, and Series 65. John Joseph Laggis has been associated with the following firms over his career: Foresters Financial Services, Inc. John Joseph Laggis specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and charitable organizations.
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
10/28/2020 - Present
Cetera Investment Advisers LLC (NORTH HAVEN CT)
CT
04/20/1987 - 06/24/2019
FORESTERS FINANCIAL SERVICES, INC. (NORTH HAVEN CT)
IA
Issued 07/07/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/22/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/05/1991
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 05/25/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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