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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 Lee is a financial advisor with over 35 years of experience in the industry. John is currently registered with Cetera Investment Advisers LLC in Manasquan, NJ. John has also previously been registered with First Allied Securities, Inc. and First Montauk Securities Corp. John offers a variety of financial services, including financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. John holds the Series 7, 63, 65, 99TO and SIE licenses.
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
NJ
11/12/2020 - Present
Cetera Investment Advisers LLC (MANASQUAN NJ)
NJ
12/09/2008 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (MANASQUAN NJ)
NJ
10/11/1988 - 12/09/2008
FIRST MONTAUK SECURITIES CORP. (RED BANK NJ)
NA
02/02/1988 - 11/19/1988
ANDREW ALEN SECURITIES, INC.
NA
05/21/1987 - 02/16/1988
FIRST MONTAUK SECURITIES CORP.
IA
Issued 11/23/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/27/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/2/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/16/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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