Unclaimed
John Francis Cunningham is a financial advisor with over 25 years of experience in the financial services industry. John is currently registered with Raymond James Financial Services Advisors, Inc., and has been with the firm since 2009. Prior to that, John was registered with Citigroup Global Markets Inc., A. G. Edwards & Sons, Inc., and Prudential Securities Incorporated. John holds Series 7, Series 63, and Series 65 licenses. John is also a registered Investment Advisor Representative in Texas and Florida. John provides a wide range of financial services to individuals and families, including financial planning, investment management, and retirement planning. John is committed to providing his clients with personalized service and sound financial advice.
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
FL
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (PONTE VEDRA BEACH FL)
FL
05/11/2001 - 04/24/2006
CITIGROUP GLOBAL MARKETS INC. (PONTE VEDRA BCH FL)
MO
02/11/2000 - 05/31/2001
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
04/18/1995 - 02/16/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 05/08/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/21/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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