John Oberlander (CRD# 5879209) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Woburn, MA and has over 13 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Investment Services LLC | St Cloud, MN | Jun 2019 - Current | 4 |
| Cetera Investment Advisers LLC | Woburn, MA | Jun 2019 - Current | 4 |
| Icb | Budd Lake, NJ | Jul 2018 - Current | 5 |
| Foresters Financial Services | Woburn, MA | Jan 2017 - Jun 2019 | 2 |
| Foresters Advisory Services LLC | Woburn, MA | Nov 2016 - Jun 2019 | 2 |
| Foresters Financial Services | Woburn, MA | Jul 2016 - Jan 2017 | < 1 |
| First Investors | Woburn, MA | Dec 2010 - Jul 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2011 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2016 |
- MA
- TX
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Total Assets Under Management104,469MILLIONS
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Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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