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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 Paul Maher is a financial advisor with Cetera Investment Advisers LLC. John has been working in the financial services industry since 1995. John holds Series 63, 65, 7 and SIE licenses. John has experience providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals. John holds a Chartered Financial Analyst designation. John is registered to provide investment advice in California, Connecticut, Maine, Massachusetts, New Hampshire, New York, Rhode Island and Vermont. John is also registered as a broker-dealer with Cetera Investment Advisers 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.
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2
MA
03/21/2024 - Present
Cetera Investment Advisers LLC (WESTBOROUGH MA)
NY
11/15/1996 - 02/28/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
03/09/1995 - 11/25/1996
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 8/30/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 3/15/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/8/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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