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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 Maxwell Allen has been in the financial services industry since 1982. John Maxwell Allen has a strong background in financial services, working with Cetera Investment Advisers LLC since 2023, VOYA FINANCIAL ADVISORS, INC. from 2000 to 2021 and other companies. John Maxwell Allen's current registration with Cetera Investment Advisers LLC includes Georgia and Texas. John Maxwell Allen provides a variety of financial services including financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, portfolio management for individuals and is registered as an Investment Advisor Representative. John Maxwell Allen holds the following licenses: Series 1, Series 63, Series 66, Series 7TO, Series 6TO and SIE. John Maxwell Allen has the designation of Chartered Financial Consultant.
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
GA
06/29/2023 - Present
Cetera Investment Advisers LLC (ROSWELL GA)
GA
03/17/2000 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (ROSWELL GA)
MA
07/21/1999 - 03/23/2000
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
07/21/1999 - 03/23/2000
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NY
02/02/1999 - 06/25/1999
NYLIFE SECURITIES INC. (NEW YORK NY)
NY
10/22/1982 - 01/21/1999
NYLIFE SECURITIES INC. (NEW YORK NY)
BOTH
Issued 07/10/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/15/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/1974
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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