Unclaimed
John P. Martinos is a financial professional with over 25 years of experience in the industry. John is registered with Cetera Investment Advisers LLC, a firm with a long history of providing investment advice and financial planning services. John has a strong track record of working with individuals, families, and businesses to achieve their financial goals. John is also registered as an Investment Advisor Representative in Florida and Texas, indicating John's commitment to providing comprehensive financial advice to clients in these areas. John has a broad range of experience and expertise, including financial planning, portfolio management, and retirement planning.
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
11/03/2022 - Present
Cetera Investment Advisers LLC (PONTE VEDRA BEACH FL)
FL
12/09/2008 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (PONTE VEDRA BEACH FL)
NY
11/08/2004 - 12/09/2008
FIRST MONTAUK SECURITIES CORP. (NEW YORK NY)
NY
12/15/2003 - 11/08/2004
FIRST HUDSON FINANCIAL GROUP, INC. (NEW YORK NY)
FL
05/03/2001 - 12/15/2003
NATIONAL SECURITIES CORPORATION (BOCA RATON FL)
NY
02/18/2000 - 05/23/2001
JOSEPH GUNNAR & CO. LLC (UNIONDALE NY)
NJ
05/08/1997 - 03/17/2000
J.W. BARCLAY & CO., INC. (WOODBRIDGE NJ)
BOTH
Issued 06/07/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/27/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/02/2005
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/2003
Series 7 - General Securities Representative Examination
BC
Issued 05/07/1997
Series 62 - Corporate Securities Limited Representative Examination
Active
Inactive
F
FINRA
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