Unclaimed
John Ronald Lachapelle is a financial advisor with over 37 years of experience in the financial services industry. John has a wide range of experience in investment advisory, fixed insurance sales, and real estate. Currently, John is a Registered Representative and Investment Advisor Representative with Cetera Investment Advisers LLC. John’s previous experience includes roles with VOYA FINANCIAL ADVISORS, INC. and PRUCO SECURITIES, LLC. John holds the Series 6, 7, 63, and 65 licenses, as well as the SIE designation. John is also a Chartered Financial Consultant (ChFC) and holds a Notary Public license. John is committed to providing clients with comprehensive financial planning services that meet their individual needs.
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
NH
06/29/2023 - Present
Cetera Investment Advisers LLC (PORTSMOUTH NH)
NH
10/03/2005 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (ROCHESTER NH)
NJ
07/24/1985 - 09/30/2005
PRUCO SECURITIES, LLC. (NEWARK NJ)
NJ
07/24/1985 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 04/12/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/04/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/2006
Series 7 - General Securities Representative Examination
BC
Issued 07/23/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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