Unclaimed
John Max Henderlite is a financial advisor with over 40 years of experience in the industry. He currently works at Cetera Investment Advisers LLC and has previously worked at VOYA FINANCIAL ADVISORS, INC., LPL FINANCIAL LLC, TOWER SQUARE SECURITIES, INC., GUARDIAN INVESTOR SERVICES CORPORATION, BNL SECURITIES INC., FOCUS SECURITIES, INC., and NML EQUITY SERVICES, INC. John offers financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals. John is registered to provide investment advice in several states including Texas, North Carolina and others. John is also a registered representative in several states including Texas, North Carolina and others.
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
NC
06/29/2023 - Present
Cetera Investment Advisers LLC (SALISBURY NC)
NC
11/28/2012 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (SALISBURY NC)
NC
05/29/2002 - 12/05/2012
LPL FINANCIAL LLC (SALISBURY NC)
CA
06/04/1996 - 06/07/2002
TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)
NY
01/04/1989 - 05/31/1996
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NY
10/28/1988 - 12/31/1988
BNL SECURITIES INC. (SYRACUSE NY)
NA
02/21/1986 - 11/17/1988
FOCUS SECURITIES, INC.
NA
01/10/1983 - 02/05/1986
GUARDIAN INVESTOR SERVICES CORPORATION
NA
04/26/1982 - 02/02/1983
NML EQUITY SERVICES, INC.
IA
Issued 06/19/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/20/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/17/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/1986
Series 7 - General Securities Representative Examination
BC
Issued 03/10/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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