Unclaimed
John Martin Josten is a financial advisor with over 35 years of experience in the industry. John is registered with Cetera Investment Advisers LLC and has a Series 7, Series 63, and Series 65 license. John has been serving clients in the Schaumburg, IL area and across the country for many years. Prior to joining Cetera Investment Advisers LLC, John worked as a financial advisor at VOYA Financial Advisors, INC. and Locust Street Securities, INC. He has also served as a manager for John M. Hanson Enterprises LLC and a Director for the Jim Foy Memorial Golf Fundraiser. John is committed to providing his clients with personalized financial advice and helping them 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
IL
06/29/2023 - Present
Cetera Investment Advisers LLC (SCHAUMBURG IL)
IL
01/01/2004 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (SCHAUMBURG IL)
IA
12/03/1993 - 01/01/2004
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
NE
10/20/1987 - 12/03/1993
AMERITAS INVESTMENT CORP. (LINCOLN NE)
IA
Issued 04/14/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/16/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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