Unclaimed
John Paul Stogner is a financial advisor registered with Cetera Investment Advisers LLC. John has been working in the financial industry since May 2000. His experience includes working as a financial advisor for Foresters Financial Services, Inc. in Lexington, Kentucky. Cetera Investment Advisers LLC is a registered investment advisor with a broad range of financial services including financial planning, portfolio management, pension consulting, educational seminars, and selection of other advisors. John is licensed in several states including Kentucky, Texas, Florida, Georgia, and California.
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
KY
04/22/2022 - Present
Cetera Investment Advisers LLC (LEXINGTON KY)
KY
05/24/2000 - 06/25/2019
FORESTERS FINANCIAL SERVICES, INC. (LEXINGTON KY)
IA
Issued 04/21/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/26/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/20/2004
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 11/19/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 03/11/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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