Unclaimed
John William Wheeler Jr is a financial professional with over 28 years of experience in the financial services industry. John is currently registered with Cetera Investment Advisers LLC, a firm with a broad range of financial products and services. John has experience in various areas including investment management, financial planning, and insurance.
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
TX
03/21/2024 - Present
Cetera Investment Advisers LLC (HOUSTON TX)
TX
02/12/2009 - 04/30/2021
MML INVESTORS SERVICES, LLC (HOUSTON TX)
IL
01/13/2005 - 10/16/2008
PARK AVENUE SECURITIES LLC (OAKBROOK TERRACE IL)
IL
12/01/1998 - 11/22/2004
COUNTRY CAPITAL MANAGEMENT COMPANY (BLOOMINGTON IL)
NA
07/27/1983 - 11/22/1988
COUNTRY CAPITAL MANAGEMENT COMPANY
BOTH
Issued 7/30/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/30/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 8/23/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/3/2005
Series 7 - General Securities Representative Examination
BC
Issued 11/27/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 8/22/1974
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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