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John Richard Mensendiek is a financial advisor with over 30 years of experience in the industry. John has a strong track record of providing personalized financial planning and investment advice to individuals, families, and businesses. John is currently registered with Cetera Investment Advisers LLC, a national financial services firm. John is also a registered investment advisor in the state of California. Prior to joining Cetera Investment Advisers LLC, John was a financial advisor at VOYA FINANCIAL ADVISORS, INC. John is committed to helping his clients achieve their financial goals and providing them with the highest level of service.
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
CA
06/29/2023 - Present
Cetera Investment Advisers LLC (DANVILLE CA)
CA
01/01/2004 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (DANVILLE CA)
IA
03/11/1992 - 01/01/2004
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
NA
03/18/1986 - 06/03/1987
MARKET INVESTMENT SERVICES CORPORATION
NA
04/22/1983 - 03/29/1984
KIDDER, PEABODY & CO. INCORPORATED
NA
05/18/1981 - 05/04/1983
PAINE, WEBBER, JACKSON & CURTIS INC.
IA
Issued 8/3/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 3/16/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/30/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/9/1992
Series 7 - General Securities Representative Examination
BC
Issued 11/9/1981
Series 5 - Interest Rate Options Examination
Active
Inactive
F
FINRA
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