Unclaimed
John Charles Bute is a financial advisor at Lido. John is registered with the state of California and Florida. John has been in the financial industry since 1999. John has experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Wachovia Securities, LLC, and Morgan Stanley DW Inc. John specializes in financial planning, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.
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.
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.
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
CA
10/22/2019 - Present
Lido (LOS ANGELES CA)
FL
11/06/2008 - 10/22/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOCA RATON FL)
FL
03/17/2006 - 11/13/2008
WACHOVIA SECURITIES, LLC (BOCA RATON FL)
FL
10/22/1999 - 03/20/2006
MORGAN STANLEY DW INC. (FT. LAUDERDALE FL)
IA
Issued 04/28/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/22/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 10/21/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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