Unclaimed
John Joseph Scanlon is an investment advisor representative registered with Cetera Investment Advisers LLC since June 2023. John is also registered as an investment advisor representative in Texas. John has been in the financial industry since March 2008 and has experience working with a wide range of clients, including individuals, high-net-worth individuals, corporations, and charitable organizations. John has been a registered representative of Cetera Advisor Networks LLC since September 2013 and Walnut Street Securities, Inc. from July 2008 to September 2013. John holds a Series 7, Series 66 and SIE license. He is a member of the Association of Financial Educators.
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
IL
06/29/2023 - Present
Cetera Investment Advisers LLC (SCHAUMBURG IL)
IL
07/07/2008 - 09/03/2013
WALNUT STREET SECURITIES, INC. (OAKBROOK TERRACE IL)
BOTH
Issued 12/27/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/5/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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