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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Patrick Mayer is a financial advisor with Cetera Investment Advisers LLC. John has been in the industry since May 2006 and has a broad background in financial services. John has previously worked with LPL FINANCIAL LLC and Waterstone Financial Group. John is registered to provide investment advice in Florida and Pennsylvania. John is a Certified Public Accountant (CPA) and has a deep understanding of tax and financial 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
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 2/13/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 5/2/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/22/2018
Series 7 - General Securities Representative Examination
BC
Issued 5/3/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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