Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Robert Klimchak is a financial advisor currently registered with Cetera Investment Advisers LLC. John Robert Klimchak has been in the securities industry since 1990. John Robert Klimchak is also registered with the state of New York as an Investment Advisor Representative. John Robert Klimchak has previously worked at TOWER SQUARE SECURITIES, INC., NORTHEAST SECURITIES, INC., METLIFE SECURITIES INC., and METROPOLITAN LIFE INSURANCE COMPANY. John Robert Klimchak holds Series 6, 7, 63, and 66 licenses. John Robert Klimchak's specializations include: Retirement Planning, College Savings Planning, Estate Planning, Insurance Planning, and Financial Planning. John Robert Klimchak has been with Cetera Investment Advisers LLC since 2023.
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
NY
06/29/2023 - Present
Cetera Investment Advisers LLC (MELVILLE NY)
NY
04/11/2001 - 09/03/2013
TOWER SQUARE SECURITIES, INC. (MELVILLE NY)
NY
06/04/1991 - 04/11/2001
NORTHEAST SECURITIES, INC. (MITCHELFIELD NY)
NA
02/03/1987 - 10/30/1987
METLIFE SECURITIES INC.
NY
02/03/1987 - 10/29/1987
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 6/21/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 1/31/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/12/1997
Series 7 - General Securities Representative Examination
BC
Issued 2/2/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure John Klimchak is the right advisor for you? Invested Better is here to help.
