Unclaimed
John Christopher Malatino is a financial advisor with Raymond James & Associates, Inc., with over 20 years of experience in the financial industry. John Christopher Malatino has a Series 7, Series 63, Series 65 and SIE license. John Christopher Malatino is also a Certified Financial Planner. John Christopher Malatino has been with Raymond James & Associates, Inc. since January 2020. Prior to joining Raymond James & Associates, Inc., John Christopher Malatino was with Wells Fargo Advisors LLC from May 2009. John Christopher Malatino specializes in providing financial advice to high-net-worth individuals, businesses, corporations, insurance companies, pension and profit sharing plans, state and municipal government entities, and charitable organizations.
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.
Please see note in schedule d - miscellaneous
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.
1
2
FL
05/26/2020 - Present
Raymond James & Associates, Inc. (ROCKLEDGE FL)
FL
06/15/2002 - 01/22/2020
WELLS FARGO CLEARING SERVICES, LLC (MERRITT ISLAND FL)
NC
02/14/2000 - 06/15/2002
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
NC
03/24/1998 - 02/14/2000
WACHOVIA BROKERAGE SERVICE (WINSTON SALEM NC)
IA
Issued 08/30/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/02/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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