Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Lamontagne is a financial advisor who has been in the industry since 1995. John is currently registered with Cetera Investment Advisers LLC and has been with the firm since 2023. Prior to that, John was registered with Tower Square Securities, Inc. and Advantage Capital Corporation. John is registered in multiple states and has a variety of licenses including Series 7, 6, 63 and 66. In addition to being a financial advisor, John is also an insurance agent. John specializes in providing financial planning, pension consulting, and educational seminars to 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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2
MA
06/29/2023 - Present
Cetera Investment Advisers LLC (WORCESTER MA)
MA
05/01/1996 - 09/03/2013
TOWER SQUARE SECURITIES, INC. (WORCESTER MA)
GA
01/17/1995 - 05/06/1996
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
BOTH
Issued 3/28/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 6/27/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/8/2013
Series 7 - General Securities Representative Examination
BC
Issued 2/27/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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