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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 Douglas Orcutt is a financial advisor currently registered with Stifel, Nicolaus & Company, Inc., in Vero Beach, Florida. John has been a registered representative in the securities industry since October 1984 and has been actively involved in advising clients on a wide range of financial matters. With a deep understanding of the financial markets, John specializes in portfolio management for individuals, businesses, and pooled investment vehicles. He is also skilled in providing financial planning services, pension consulting, and educational seminars to help clients achieve their financial goals. John has extensive experience working with a diverse clientele, including high-net-worth individuals, charitable organizations, and corporations.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
01/13/2020 - Present
Stifel, Nicolaus & Company, Inc. (VERO BEACH FL)
FL
01/09/2009 - 03/10/2009
STANFORD GROUP COMPANY (VERO BEACH FL)
FL
01/01/2008 - 01/26/2009
WACHOVIA SECURITIES, LLC (VERO BEACH FL)
FL
10/29/1984 - 01/03/2008
A. G. EDWARDS & SONS, INC. (VERO BEACH FL)
IA
Issued 09/24/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/02/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/15/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/1995
Series 3 - National Commodity Futures Examination
BC
Issued 10/20/1984
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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