Unclaimed
John Coury is a financial advisor with Cetera Investment Advisers LLC, a firm that has a long history of serving clients in a variety of financial planning and investment management needs. John is also a registered representative with the firm, and has been in the industry since May 2014. John's experience includes working with a variety of clients, including individuals, families, and businesses. John specializes in helping clients achieve their financial goals through a variety of investment strategies. John is committed to providing his clients with personalized service and a high level of expertise. John is also committed to building long-term relationships with his clients.
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
01/24/2023 - Present
Cetera Investment Advisers LLC (CITY OF INDUSTRY CA)
CA
05/17/2014 - 09/03/2015
U.S. BANCORP INVESTMENTS, INC. (DOWNEY CA)
BOTH
Issued 06/18/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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