Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Carlos Couto is a financial advisor with over 20 years of experience in the financial services industry. John has been registered with Morgan Stanley since July 2020. Prior to that, John was with Raymond James & Associates, Inc., and Wells Fargo Advisors, LLC. John has a wide range of experience, including providing financial planning, portfolio management, and asset allocation advice.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
FL
07/14/2020 - Present
Morgan Stanley (Punta Gorda FL)
FL
10/06/2009 - 07/20/2020
RAYMOND JAMES & ASSOCIATES, INC. (PORT CHARLOTTE FL)
FL
10/02/2009 - 10/07/2009
WELLS FARGO ADVISORS, LLC (PUNTA GORDA FL)
FL
09/26/2000 - 10/05/2009
RAYMOND JAMES & ASSOCIATES, INC. (PORT CHARLOTTE FL)
NJ
06/12/2000 - 09/12/2000
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 01/20/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/01/2006
Series 24 - General Securities Principal Examination
BC
Issued 06/22/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/29/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/2000
Series 7 - General Securities Representative Examination
BC
Issued 06/08/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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