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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 Weldon is a financial advisor with Cetera Investment Advisers LLC. John Weldon has been working in the financial industry since 2001 and is registered with the state of California and Texas as a Registered Investment Advisor. John Weldon has a Series 6, Series 7, Series 63 and Series 65 license. John Weldon specializes in financial planning, pension consulting, educational seminars, selection of other advisors and portfolio management for businesses and individuals. John Weldon is also a Certified Public Accountant (CPA) and owns his own tax practice. John Weldon's expertise in tax and accounting allows him to provide comprehensive financial advice to clients. John Weldon's other business activities include real estate, mortgage brokerage and HOA board membership.
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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CA
02/03/2021 - Present
Cetera Investment Advisers LLC (EL SEGUNDO CA)
CT
07/09/2001 - 06/30/2004
HOCHMAN & BAKER SECURITIES, INC. (STAMFORD CT)
IA
Issued 09/19/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/14/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/2008
Series 7 - General Securities Representative Examination
BC
Issued 07/07/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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