Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Richardson Cockrell is a financial advisor with Cetera Investment Advisers LLC, located in Bethesda, MD. John has been in the financial services industry for over 10 years and has a strong background in helping individuals and families achieve their financial goals. John has experience working with clients of all ages and income levels, and has a passion for helping people understand their options and make informed decisions about their finances. John is also a registered representative with Cetera Financial Group, and is licensed to sell securities in the District of Columbia and Maryland. In addition to his work with Cetera Investment Advisers LLC, John also works with Harvest Wealth as a client associate.
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
MD
06/29/2023 - Present
Cetera Investment Advisers LLC (Bethesda MD)
DC
10/29/2018 - 06/17/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WASHINGTON DC)
MA
11/15/2017 - 08/02/2018
SANTANDER SECURITIES LLC (BOSTON MA)
MD
08/26/2016 - 10/24/2017
CHARLES SCHWAB & CO., INC. (BOWIE MD)
MA
11/09/2015 - 07/27/2016
PRUCO SECURITIES, LLC. (NEEDHAM MA)
SC
11/19/2003 - 05/24/2005
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
DC
09/19/2003 - 11/19/2003
RIGGS SECURITIES INC. (WASHINGTON DC)
MN
04/27/2001 - 10/31/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
04/27/2001 - 10/31/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 9/26/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 1/6/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 8/2/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/18/2017
Series 7 - General Securities Representative Examination
BC
Issued 11/9/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure John Cockrell is the right advisor for you? Invested Better is here to help.
