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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 Williams is a financial advisor with Cetera Investment Advisers LLC, located in Minneapolis, MN. John has been in the financial services industry since 2011. He holds a Series 7 and Series 66 securities license and is a Certified Financial Planner. In addition to his work with Cetera Investment Advisers LLC, John also works as an agent/broker for North Star Consultants & North Star Brokerage and is a successor trustee for the Siverson Trust. John specializes in providing financial planning and investment advice to individuals and families, as well as to businesses and charitable organizations.
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
MN
08/10/2023 - Present
Cetera Investment Advisers LLC (MINNEAPOLIS MN)
MN
04/26/2011 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
04/26/2011 - 10/22/2021
CRI SECURITIES, LLC (MINNEAPOLIS MN)
BOTH
Issued 05/22/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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