Unclaimed
John Cuti is an active investment advisor representative. John has been in the industry since 1991. John has a diverse set of licenses and certifications, including Series 6, 7, 8, 9, 10, 24, 31, 63, 65, and 66. John works at Fidelity Personal and Workplace Advisors in New York, NY. John has previous experience at MORGAN STANLEY DW INC. and THE DREYFUS SERVICE CORPORATION. John's firm offers a range of services including financial planning, educational seminars, and selection of other advisors. John's firm manages assets for individuals, high net worth individuals, corporations, and pension and profit sharing plans.
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.
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.
1
2
NY
09/11/2022 - Present
Fidelity Personal AND Workplace Advisors (NEW YORK NY)
NY
06/09/2000 - 05/04/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
08/21/1991 - 06/06/2000
THE DREYFUS SERVICE CORPORATION (NEW YORK NY)
BOTH
Issued 04/06/2023
Series 66 - Uniform Combined State Law Examination
IA
Issued 02/18/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/16/1991
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 09/12/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 07/01/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 11/12/1992
Series 7 - General Securities Representative Examination
BC
Issued 08/09/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure John Cuti is the right advisor for you? Invested Better is here to help.