Unclaimed
John P. Martinos is an investment advisor representative with Cetera Investment Advisers LLC, a registered investment advisor firm headquartered in Schaumburg, IL. John has over 25 years of experience in the financial services industry and has worked for several firms before joining Cetera Investment Advisers LLC in 2020. John is licensed to provide investment advice in Florida, Texas, and 51 other states. John has earned several industry certifications, including Series 7, 24, 63, 66, 99TO, and SIE. John specializes in financial planning, portfolio management, and pension consulting. John is also a registered representative of Cetera Advisors LLC.
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 6/7/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 5/27/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 9/2/2005
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/25/2003
Series 7 - General Securities Representative Examination
BC
Issued 5/7/1997
Series 62 - Corporate Securities Limited Representative Examination
Active
Inactive
F
FINRA
Not sure John Martinos is the right advisor for you? Invested Better is here to help.