Unclaimed
John Kevin Ferry is an investment advisor representative at Cetera Investment Advisers LLC. John has been in the financial industry for over 15 years. John is a registered investment advisor representative in Florida, Michigan, and Texas. John is also registered with the state of California, Florida, Illinois, Maryland, Michigan, New Hampshire, New Jersey, New York, Ohio, Pennsylvania, Texas, Virginia, Washington, and Wisconsin. John is a Series 66, Series 7 and SIE licensed advisor. John also has experience in insurance, real estate, and non-profit organizations. John is a partner at Strategic Wealth Consulting Group and is also the owner of Strategic Wealth Consulting Group Corp. John is currently working with Cetera Investment Advisers LLC and is also affiliated with Teddy Glen LLC and Teddy Bloomfield, LLC.
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
MI
11/12/2020 - Present
Cetera Investment Advisers LLC (WEST BLOOMFIELD MI)
MI
02/13/2008 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (WEST BLOOMFIELD MI)
BOTH
Issued 07/09/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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