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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 Richard Lamontagne is a financial advisor with Cetera Investment Advisers LLC, located in Worcester, Massachusetts. John has been working in the financial services industry since 1995. John also holds a Series 6, 7, 63, and 66 licenses and a SIE exam. John is registered with the state of Massachusetts, where he offers financial planning, pension consulting, portfolio management for businesses, and portfolio management for individuals. John is also registered with the state of Texas. In addition to his work with Cetera Investment Advisers LLC, John is also an Independent Insurance Agent and serves as an Account Executive with Carroll Enterprises, Inc.
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
01/06/2025 - 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 03/28/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/27/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/08/2013
Series 7 - General Securities Representative Examination
BC
Issued 02/27/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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