Unclaimed
John Lynde is a financial advisor with Cetera Investment Advisers LLC. John Lynde has over 27 years of experience in the financial industry, specializing in providing financial advice to individuals, businesses, and charitable organizations. John Lynde offers a range of services including financial planning, portfolio management, and pension consulting. John Lynde holds the Series 6, 7, and 63 licenses, as well as the SIE exam. John Lynde is also a Chartered Financial Consultant. John Lynde is committed to helping clients achieve their financial goals.
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
03/21/2024 - Present
Cetera Investment Advisers LLC (WALL NJ)
NJ
03/31/2011 - 11/20/2019
LPL FINANCIAL LLC (TINTON FALLS NJ)
NJ
03/06/1997 - 04/05/2011
AMERIPRISE FINANCIAL SERVICES, INC. (TINTON FALLS NJ)
MN
03/06/1997 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MA
02/26/1996 - 10/28/1996
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
02/26/1996 - 10/28/1996
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 02/14/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/1997
Series 7 - General Securities Representative Examination
BC
Issued 02/23/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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