Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Nash is a financial professional with over 20 years of experience in the industry. John is currently a registered representative with Cetera Investment Advisers LLC. John's experience includes previous roles with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Cetera Advisor Networks LLC, M Holdings Securities, Inc., Newport Group Securities, Inc., MMC Securities Corp., Clark/Bardes Financial Services, Inc., and Westport Financial Services, L.L.C. John has a strong background in financial planning, portfolio management, and insurance. John is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals.
DANVILLE, CA
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
CA
06/29/2023 - Present
Cetera Investment Advisers LLC (DANVILLE CA)
CA
10/08/2019 - 11/02/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN FRANCISCO CA)
CA
02/13/2013 - 10/09/2019
CETERA ADVISOR NETWORKS LLC (WOODSIDE CA)
OR
09/25/2012 - 12/04/2012
M HOLDINGS SECURITIES, INC. (PORTLAND OR)
FL
09/14/2004 - 09/07/2012
NEWPORT GROUP SECURITIES, INC. (LAKE MARY FL)
NY
03/07/2003 - 09/17/2004
MMC SECURITIES CORP. (NEW YORK NY)
NC
05/11/2001 - 02/26/2003
CLARK/BARDES FINANCIAL SERVICES, INC. (GREENSBORO NC)
FL
09/01/2000 - 05/10/2001
WESTPORT FINANCIAL SERVICES, L.L.C. (JACKSONVILLE FL)
NY
06/18/1999 - 07/07/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 6/25/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/17/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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