Unclaimed
John Wayne Cole is a financial advisor with Cetera Investment Advisers LLC. John has been in the financial industry for over 37 years. John is a Certified Financial Planner. John is registered as a registered representative in 10 states, including Oregon, Florida, California, Washington, and more. John is also registered as an investment advisor representative in Oregon. John works in the Eugene, Oregon office of Cetera Investment Advisers LLC. John's specializations include financial planning, portfolio management, and pension consulting. John is also an insurance agent with various insurance companies.
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
OR
06/29/2023 - Present
Cetera Investment Advisers LLC (EUGENE OR)
NJ
07/17/1985 - 01/09/1990
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 6/30/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/10/1990
Series 7 - General Securities Representative Examination
BC
Issued 7/1/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure John Cole is the right advisor for you? Invested Better is here to help.