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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn David Simeone is a financial advisor at Raymond James Financial Services Advisors, Inc. John has been in the financial services industry since 2000 and has a strong track record of success in providing personalized financial advice to individuals, families, and businesses. John specializes in retirement planning, college savings, investment management, and insurance. He is also a Certified Financial Planner. John is committed to providing his clients with the highest level of service and expertise. He believes in building long-term relationships with his clients and helping them achieve their financial goals. John is licensed in 14 states. In addition to his role at Raymond James Financial Services Advisors, Inc., John also works with Fulton Bank, Fulton Financial Advisors, and Specific Solutions.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
DE
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (Lewes DE)
DE
10/01/2000 - 12/19/2008
WACHOVIA SECURITIES, LLC (REHOBOTH BEACH DE)
NC
07/18/2000 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
IA
Issued 11/30/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/25/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/2005
Series 7 - General Securities Representative Examination
BC
Issued 07/17/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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