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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 Stogner is a financial advisor with Cetera Investment Advisers LLC. John Paul has been in the financial industry since May 23, 2000. John Paul has a Series 7TO, Series 6, Series 63, Series 26, and Series 51 licenses. John Paul specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and charitable organizations. John Paul also offers educational seminars to help clients learn about financial topics.
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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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 4/21/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 6/26/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 2/20/2004
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 11/19/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 3/11/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/23/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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