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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 Oberlander is a financial advisor with over 13 years of experience. He has a Series 6, 26, 63, and 65 licenses and a SIE certificate. John Paul Oberlander currently works for Cetera Investment Advisers LLC and is registered to provide investment advice in Arizona, Connecticut, Florida, Hawaii, Maine, Massachusetts, Minnesota, Nevada, New Hampshire, New York, North Carolina, Pennsylvania, Rhode Island, Texas, and is also registered as a representative of Cetera Investment Services LLC in St. Cloud, MN. Prior to joining Cetera, John Paul Oberlander was with Foresters Financial Services, Inc. in Woburn, MA and Forest. John Paul Oberlander has experience working with individuals, high-net-worth individuals, corporations, pension and profit sharing plans, charitable organizations, and banking or thrift institutions. He provides financial planning, portfolio management, and pension consulting services.
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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MA
01/24/2023 - Present
Cetera Investment Advisers LLC (WOBURN MA)
MA
01/11/2011 - 06/24/2019
FORESTERS FINANCIAL SERVICES, INC. (WOBURN MA)
IA
Issued 11/09/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/24/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/12/2016
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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