Unclaimed
John Patrick Mayer is a financial advisor at Cetera Investment Advisers LLC. John Mayer has been working in the financial industry since 2006. John Mayer has a Series 6, Series 7, Series 63 and Series 66 licenses. Cetera Investment Advisers LLC provides investment advisory services to individuals, high-net-worth individuals, corporations, trusts, and other entities. The firm's services include financial planning, investment management, and retirement planning. Cetera Investment Advisers LLC is registered with the Securities and Exchange Commission (SEC) and is a member of the Financial Industry Regulatory Authority (FINRA).
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
PA
03/21/2024 - Present
Cetera Investment Advisers LLC (YARDLEY PA)
PA
09/08/2009 - 10/26/2017
LPL FINANCIAL LLC (YARDLEY PA)
PA
05/04/2006 - 09/08/2009
WATERSTONE FINANCIAL GROUP, INC. (YARDLEY PA)
BOTH
Issued 02/13/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/02/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/2018
Series 7 - General Securities Representative Examination
BC
Issued 05/03/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure John Mayer is the right advisor for you? Invested Better is here to help.