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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 Max Henderlite is a financial advisor with Cetera Investment Advisers LLC in Salisbury, NC. John has been in the financial services industry for over 40 years, with experience at several firms including VOYA FINANCIAL ADVISORS, INC., LPL FINANCIAL LLC, and TOWER SQUARE SECURITIES, INC. John holds both Series 6 and Series 7 licenses, and has passed the Series 63, Series 65 and Series 24 exams. John provides financial planning, pension consulting, and portfolio management services for individuals and businesses.
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
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 6/19/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 3/20/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 6/17/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/15/1986
Series 7 - General Securities Representative Examination
BC
Issued 3/10/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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