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John Edward Dailey

Cetera Investment Advisers LLC

Lakewood, OH

North Olmsted, OH

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Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2019-04-08
  • OH RA
    APPROVED
    Since 2019-04-08

Branch Locations

14806 Detroit Avenue, Lakewood, OH 44107 • United States

North Olmsted, OH • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Citizens Bank Cleveland OH 09/2017 03/2019
Self Employed North Olmsted OH 05/2013 08/2017
Citizens Securities, Inc Cleveland OH 10/2017 03/2019
First Federal Savings And Loan Lakewood OH 03/2019 Present
Cetera Investment Services Llc St Cloud MN 04/2019 Present
Cetera Investment Advisers Llc Lakewood OH 04/2019 Present
  • 09/2017 → 03/2019
    Citizens Bank
    Cleveland, OH
  • 05/2013 → 08/2017
    Self Employed
    North Olmsted, OH
  • 10/2017 → 03/2019
    Citizens Securities, Inc
    Cleveland, OH
  • 03/2019 → Present
    First Federal Savings And Loan
    Lakewood, OH
  • 04/2019 → Present
    Cetera Investment Services Llc
    St Cloud, MN
  • 04/2019 → Present
    Cetera Investment Advisers Llc
    Lakewood, OH
Other Businesses

CONDUCT IN STORE SURVEYS/AUDIT MANAGEMENT FOR INFOMAXSHELFMGMT. 8HRS WK, NO SECURITIES ADVICE, ACTIVITIES OR CLIENTS

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-04-16
S63 Uniform Securities Agent State Law Examination 2017-12-11
  • S65 Uniform Investment Adviser Law Examination
    2025-04-16
  • S63 Uniform Securities Agent State Law Examination
    2017-12-11
Other Names
  • John (Jr) Dailey

View on SEC IAPD

Other Firms

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KEY INVESTMENT SERVICES LLC
EDWARD JONES
LPL FINANCIAL LLC
EAGLE STRATEGIES LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
PNC WEALTH MANAGEMENT LLC
SIMPLICITY WEALTH

Other Investors

MARK CHRISTOPHER HARRISON
LINDA MARIE PETERS
GABRIEL ALEIA JACKSON
JOHN PAUL WITRI
CHUNYING LIN
ANTHONY KENNETH CENNAME
STEFANIE RUTH PEOPLES
BRIAN CHRISTOPHER HIRKO

Other Offices

PFS INVESTMENTS INC. · LAKEWOOD, OH
KEY INVESTMENT SERVICES LLC · LAKEWOOD, OH
EDWARD JONES · LAKEWOOD, OH
LPL FINANCIAL LLC · LAKEWOOD, OH
EAGLE STRATEGIES LLC · LAKEWOOD, OH
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Lakewood, OH
PNC WEALTH MANAGEMENT LLC · LAKEWOOD, OH
SIMPLICITY WEALTH · Lakewood, OH

More in Lakewood, OH

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