Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Elliott Carter is a financial advisor with Money Concepts Capital Corp. with over 20 years of experience in the industry. John Carter is registered with the Securities and Exchange Commission (SEC) and holds several licenses, including Series 6, 7, 63, and 65. John Carter is also registered in several states, including Florida, Maryland, Texas, and Virginia. John Carter has worked with individuals, families, businesses, and charitable organizations. John Carter specializes in providing financial planning, investment management, and portfolio management services. John Carter has experience with insurance companies and pension and profit-sharing plans. John Carter is committed to providing clients with personalized financial advice and helping them reach their financial goals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
General consulting services
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.
Solicitor fee
1
2
FL
09/10/2008 - Present
Money Concepts Capital Corp. (WINTER PARK FL)
FL
03/13/2006 - 06/23/2008
GUNNALLEN FINANCIAL, INC (ORLANDO FL)
NY
07/29/2002 - 02/22/2006
AXA ADVISORS, LLC (NEW YORK NY)
FL
02/11/2000 - 07/29/2002
MONEY CONCEPTS CAPITAL CORP (PALM BEACH GARDENS FL)
GA
01/02/1997 - 02/07/2000
WMA SECURITIES, INC. (DULUTH GA)
IA
Issued 04/27/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/28/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/2002
Series 7 - General Securities Representative Examination
BC
Issued 12/31/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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