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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 an investment advisor representative with Cetera Investment Advisers LLC. John Joseph Laggis has been in the industry since April 19, 1987 and has passed multiple industry exams including Series 6, Series 7TO, Series 63, Series 26 and Series 65. John Joseph Laggis is registered with the state of Connecticut as an investment advisor representative and also registered in Texas, Alabama, Arizona, Arkansas, California, Colorado, Delaware, District of Columbia, Florida, Georgia, Illinois, Kentucky, Maryland, Massachusetts, Michigan, New Hampshire, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Puerto Rico, South Carolina, Utah, Vermont, Virginia and Washington. John Joseph Laggis was previously employed with Foresters Financial Services, Inc. in North Haven, CT. John Joseph Laggis is also a 59% owner of New View Wealth Management LLC, a DBA for Cetera Investment Advisers LLC.
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 7/7/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 3/22/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/5/1991
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 5/25/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/16/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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