Unclaimed
John Maginnis is a financial advisor with Cetera Investment Advisers LLC and is based in Bethesda, MD. John has been in the financial industry since 2006 and has a strong track record of success in providing comprehensive financial advice and delivering financial solutions to a wide range of clients. John has been registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Citigroup Global Markets Inc. John holds the Series 63, Series 65, Series 7, and SIE securities licenses and is currently registered with the states of Alabama, Arizona, Arkansas, California, Colorado, Delaware, District of Columbia, Florida, Georgia, Illinois, Indiana, Kansas, Kentucky, Maryland, Massachusetts, Montana, Nevada, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, West Virginia, and Wisconsin. John offers a variety of financial services including financial planning, pension consulting, educational seminars, and portfolio management for both individuals and businesses. John is committed to providing his clients with personalized financial advice that meets their individual needs.
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
MD
10/26/2023 - Present
Cetera Investment Advisers LLC (BETHESDA MD)
DC
11/07/2006 - 06/17/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WASHINGTON DC)
MD
03/03/2006 - 10/16/2006
CITIGROUP GLOBAL MARKETS INC. (BETHESDA MD)
IA
Issued 4/25/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 3/21/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/2/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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