Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Cote is a financial advisor with over 25 years of experience in the industry. John has a broad range of experience having previously worked with firms such as Morgan Stanley, Wells Fargo Advisors and Raymond James. John currently works with Merit Financial Advisors, a firm with over $7 billion in assets under management, and provides advisory services to a variety of clients including high-net-worth individuals, corporations, and charitable organizations. John specializes in financial planning, portfolio management, and pension consulting. John also offers educational seminars to help clients learn more about their financial options.
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.
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.
Consulting fees
1
2
FL
03/27/2024 - Present
Merit Financial Advisors (Fernandina Beach FL)
MN
01/29/2020 - 08/16/2024
LPL FINANCIAL LLC (PLYMOUTH MN)
MN
03/03/2020 - 03/15/2024
WEALTH ENHANCEMENT BROKERAGE SERVICES, LLC (PLYMOUTH MN)
GA
02/19/2016 - 12/06/2019
E*TRADE SECURITIES LLC (ALPHARETTA GA)
GA
07/17/2015 - 02/09/2016
RAYMOND JAMES & ASSOCIATES, INC. (ATLANTA GA)
GA
05/25/2011 - 06/16/2015
SUNTRUST INVESTMENT SERVICES, INC. (ATLANTA GA)
MN
01/03/2011 - 06/09/2011
WELLS FARGO ADVISORS, LLC (MINNEAPOLIS MN)
MN
03/05/2008 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (MINNEAPOLIS MN)
MN
06/04/2008 - 08/05/2009
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
MN
11/29/2007 - 02/26/2008
MORGAN STANLEY & CO., INCORPORATED (BLOOMINGTON MN)
GA
04/02/2007 - 11/01/2007
MORGAN STANLEY & CO., INCORPORATED (ALPHARETTA GA)
GA
11/16/1995 - 04/02/2007
MORGAN STANLEY DW INC. (ALPHARETTA GA)
IA
Issued 12/06/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/22/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/20/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/30/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 06/05/2006
Series 3 - National Commodity Futures Examination
BC
Issued 11/15/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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