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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 Ochsner is a financial advisor with Cetera Investment Advisers LLC. John has been in the securities industry since 1990. John has a wide range of experience and offers financial planning, portfolio management for businesses and individuals, pension consulting, educational seminars, and selection of other advisors. John is registered with the state of Washington and Texas as an Investment Advisor Representative.
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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WA
03/21/2024 - Present
Cetera Investment Advisers LLC (SEATTLE WA)
WA
11/12/2010 - 02/28/2012
PACIFIC WEST SECURITIES, INC. (SEATTLE WA)
WA
03/01/2007 - 11/15/2010
ROYAL ALLIANCE ASSOCIATES, INC. (SEATTLE WA)
WA
07/16/2004 - 03/01/2007
UNITED SECURITIES ALLIANCE, INC. (SEATTLE WA)
NJ
05/04/1999 - 06/29/2004
THE INVESTMENT CENTER, INC. (BEDMINSTER NJ)
FL
03/20/1990 - 05/04/1999
NATIONAL SECURITIES CORPORATION (BOCA RATON FL)
IA
Issued 5/2/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 3/23/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/17/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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