Unclaimed
John Joseph Scanlon is a financial advisor with Cetera Investment Advisers LLC. John has been a Registered Representative for 15 years. John specializes in providing financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals. John also conducts financial education classes as an Instructor for the Association of Financial Educators. John is licensed in 15 states and has been with Cetera since 2013. Before that, John worked at Walnut Street Securities, Inc. John holds the SIE, Series 7, and Series 66 licenses and has been a registered representative for Cetera since 2013.
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 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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