Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Morette is a financial advisor with Calton & Associates, Inc., and has been in the industry since 1971. John has a broad range of experience, having held previous positions at High Street Securities, Inc., Questar Capital Corporation, USAllianz Securities, Inc., Legacy Financial Services, Inc., and John Hancock Distributors, Inc. John is registered in six states and has passed several industry exams, including the Series 7TO, Series 63, Series 51, Series 24, and the SIE. John specializes in financial planning, pension consulting, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. John is committed to providing personalized financial advice to clients.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
FL
01/02/2014 - Present
Calton & Associates, Inc. (Satellite Beach FL)
FL
05/22/2013 - 12/31/2013
HIGH STREET SECURITIES, INC. (ROCKLEDGE FL)
FL
12/01/2006 - 05/25/2012
QUESTAR CAPITAL CORPORATION (ROCKLEDGE FL)
FL
11/24/2003 - 12/01/2006
USALLIANZ SECURITIES, INC. (MELBOURNE FL)
CA
09/30/1996 - 11/21/2003
LEGACY FINANCIAL SERVICES, INC. (PETALUMA CA)
MA
03/22/1995 - 11/12/1996
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
03/22/1995 - 11/12/1996
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
MA
06/03/1971 - 02/24/1995
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
MA
05/18/1970 - 02/24/1995
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
BC
Issued 09/22/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/04/2007
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 12/02/1997
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/1970
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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