Unclaimed
John Shutowick has been in the financial services industry since June 1990. John is currently registered with Cetera Investment Advisers LLC and has been with the firm since September 2019. John is also a Certified Financial Planner. John has previously held positions at Summit Brokerage Services, Inc., LPL Financial Corporation, Great Western Financial Securities Corporation, GNA Securities, Inc., and John Hancock Distributors, Inc. John is licensed in 28 states and holds Series 6, 7, 24, and 63 licenses. John has experience in financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals, and other services.
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
FL
06/29/2023 - Present
Cetera Investment Advisers LLC (Plantation FL)
FL
04/01/2009 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (FT LAUDERDALE FL)
FL
03/29/1995 - 04/09/2009
LPL FINANCIAL CORPORATION (FORT LAUDERDALE FL)
CA
07/01/1994 - 03/28/1995
GREAT WESTERN FINANCIAL SECURITIES CORPORATION (NORTHRIDGE CA)
VA
06/25/1992 - 06/29/1994
GNA SECURITIES, INC. (GLEN ALLEN VA)
MA
06/11/1990 - 07/16/1992
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
06/11/1990 - 07/16/1992
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
BC
Issued 6/22/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/9/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/13/1994
Series 7 - General Securities Representative Examination
BC
Issued 6/8/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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