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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 Bolton is a financial advisor with over 38 years of experience in the industry. June is currently registered with Cetera Investment Advisers LLC and has been with the firm since 2022. Previously, June was employed with First Allied Securities, Inc. and Wachovia Securities, LLC. June is licensed to provide investment advice in 18 states and has passed a number of industry exams, including the Series 7, 9, 10, 63, and 65. June specializes in financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.
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
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 5/20/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 2/5/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 6/14/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 6/7/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 1/2/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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