Unclaimed
John Van ermen has been in the financial industry since 1995. John is currently registered as an Investment Advisor Representative with Cetera Investment Advisers LLC, in Oak Park, Illinois. John has been with Cetera Investment Advisers LLC since February 2018, and previously worked at Invest Financial Corporation in Tampa, Florida. John is also registered as an Investment Advisor Representative in Texas. John offers a wide range of financial services, including financial planning, pension consulting, and portfolio management.
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.
1
2
IL
02/07/2018 - Present
Cetera Investment Advisers LLC (OAK PARK IL)
FL
05/16/2011 - 06/01/2015
INVEST FINANCIAL CORPORATION (TAMPA FL)
CA
05/23/2005 - 03/17/2008
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
CT
05/23/2005 - 03/17/2008
ING FINANCIAL PARTNERS, INC. (WINDSOR CT)
CA
05/23/2005 - 03/17/2008
MULTI-FINANCIAL SECURITIES CORPORATION (EL SEGUNDO CA)
IL
08/21/2001 - 05/03/2005
PORTFOLIO BROKERAGE SERVICES, INC. (CHICAGO IL)
TX
05/01/1989 - 09/13/1999
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NA
02/01/1989 - 05/02/1989
ROSE & COMPANY INVESTMENT BROKERS, INC.
NA
02/08/1988 - 11/02/1988
STRONG/CORNELIUSON CAPITAL MANAGEMENT,INC.
BOTH
Issued 01/26/2018
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/19/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/29/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/05/2018
Series 24 - General Securities Principal Examination
BC
Issued 08/23/1990
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/1988
Series 7 - General Securities Representative Examination
BC
Issued 02/05/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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