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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Cole is a financial advisor with Cetera Investment Advisers LLC, based in Eugene, Oregon. John has been in the financial industry since July 1985, and has experience in providing investment advice to individuals, families, and businesses. John is also a Certified Financial Planner and holds a variety of professional licenses, including Series 6, 7, and 63. John is registered to offer investment advice in several states, including Oregon, California, Arizona, Washington, Arkansas, Florida, Minnesota, Idaho, and Oklahoma. John's experience, knowledge, and dedication to his clients make him a valuable resource for financial planning and investment management. John is dedicated to helping his clients achieve their financial goals.
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
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 06/30/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/1990
Series 7 - General Securities Representative Examination
BC
Issued 07/01/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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