Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Wucinski is a financial advisor with over 30 years of experience in the industry. John is currently registered with Cetera Investment Advisers LLC and is also a Certified Financial Planner. John has previously worked with H.D. Vest Investment Securities, Inc. and Texas Tax. John is licensed to provide advisory services in several states including California, Colorado, Florida, Kansas, New Mexico, Oklahoma, Texas and Wisconsin. John specializes in financial planning, pension consulting, and portfolio management for individuals and businesses.
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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TX
06/29/2023 - Present
Cetera Investment Advisers LLC (DALLAS TX)
TX
12/09/1991 - 07/06/1994
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
BC
Issued 12/13/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/1995
Series 7 - General Securities Representative Examination
BC
Issued 12/06/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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