Unclaimed
John Rafter is a financial advisor who has been active in the industry since January 6, 2014. John is currently registered with Cetera Investment Advisers LLC. John is licensed in Florida, New Jersey, and Pennsylvania. John has passed the SIE, Series 7, and Series 66 exams. John specializes in portfolio management for individuals and businesses, financial planning, and pension consulting. John is also a board member of the First National Bank of Elmer. John has a CPA practice and assists clients with tax and accounting matters.
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.
1
2
NJ
02/06/2014 - Present
Cetera Investment Advisers LLC (HADDEN HEIGHTS NJ)
BOTH
Issued 1/28/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/7/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure John Rafter is the right advisor for you? Invested Better is here to help.