Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Vincent Pezzullo has been active in the financial services industry since October 1992. John is currently registered with Cetera Investment Advisers LLC and is licensed in Illinois and Nevada. John also holds licenses in 13 other states. John has been a Certified Public Accountant since 1989 and has a wide range of experience in the financial services industry. John's specializations include financial planning, portfolio management for individuals and businesses, and pension consulting. John provides services to a diverse range of clients, including high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations.
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
IL
01/20/2017 - Present
Cetera Investment Advisers LLC (WHEATON IL)
CT
10/15/1992 - 07/10/2000
HOCHMAN & BAKER SECURITIES, INC. (STAMFORD CT)
IA
Issued 2/10/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/13/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/28/2012
Series 7 - General Securities Representative Examination
BC
Issued 10/13/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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