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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you June? Claim Your ProfileJune Ann Bolton is a financial advisor with Cetera Investment Advisers LLC. June has been in the financial services industry since December 1984. June holds licenses for Securities Industry Essentials (SIE), Series 7, Series 9, Series 10, Series 63, and Series 65 exams. June also holds a FINRA registration with Cetera Investment Advisers LLC and is registered to provide investment advisory services in the state of Ohio. In addition to Cetera Investment Advisers LLC, June has previously worked at First Allied Securities, Inc., Wachovia Securities, LLC, and Fifth Third/The Ohio Company. June is also the President of Bolton Capital Management, a holding company/tax/bill payment entity. June specializes in working with High Net Worth Individuals, corporations or other businesses, individuals other than high-net-worth, pension and profit-sharing plans, charitable organizations, and banking or thrift institutions.
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
OH
11/12/2020 - Present
Cetera Investment Advisers LLC (NORTH ROYALTON OH)
OH
11/05/2004 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (Strongsville OH)
MO
07/31/1998 - 11/16/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
OH
12/19/1984 - 08/05/1998
FIFTH THIRD/THE OHIO COMPANY (CINCINNATI OH)
IA
Issued 05/20/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/05/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/14/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/07/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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