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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 Lamar Nielsen is a financial professional with over 40 years of experience in the industry. John is a Certified Financial Planner and is currently registered with Cetera Investment Advisers LLC. John specializes in financial planning, portfolio management, and retirement planning. John has a broad range of experience working with individual clients as well as businesses. John 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
CA
07/31/2023 - Present
Cetera Investment Advisers LLC (WESTLAKE VILLAGE CA)
CA
11/18/1988 - 02/29/2008
ASSOCIATED SECURITIES CORP. (WESTLAKE VILLAGE CA)
NA
07/26/1984 - 12/05/1988
BOARDWALK CAPITAL CORPORATION
IA
Issued 01/09/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/29/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/27/1989
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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