Unclaimed
John Patrick Bensfield is a financial advisor with Cetera Investment Advisers LLC. John has been in the industry since August 1994, and holds a Series 6, 7, 63, and 65 licenses. John is registered with the state of Illinois, Texas, and 14 other states. John has also taken the SIE exam, as well as providing real estate rental services. John specializes in the investment needs of high net worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. John's experience and expertise make him a valuable resource for clients seeking financial advice.
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
IL
01/11/2018 - Present
Cetera Investment Advisers LLC (OAK BROOK IL)
IA
Issued 10/30/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/16/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/9/1996
Series 7 - General Securities Representative Examination
BC
Issued 8/16/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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