Unclaimed
John Kevin Cullimore is a financial advisor with Raymond James Financial Services Advisors, Inc. John has been in the financial services industry since 1992 and has been registered with Raymond James since 2001. He has experience working with individuals, businesses, and institutions. John has a variety of designations and licenses, including Series 7, 24, 31, 63, and 65. John also has experience in working with various client types, including high net worth individuals, corporations, and pension plans. He offers a variety of services, including financial planning, portfolio management, and selection of other advisors. John has over 30 years of experience and is committed to providing his clients with the highest level of service.
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
NY
07/08/2021 - Present
Raymond James Financial Services Advisors, Inc. (New York NY)
NY
01/01/1995 - 08/14/2001
FAHNESTOCK & CO. INC. (NEW YORK NY)
NA
10/09/1993 - 01/01/1995
REICH & CO., INC.
NY
12/07/1992 - 09/30/1993
OPPENHEIMER & CO., INC. (NEW YORK NY)
NY
06/15/1992 - 11/04/1992
A. R. BARON & CO., INC. (NEW YORK NY)
NY
11/13/1991 - 05/22/1992
D. H. BLAIR & CO., INC. (NEW YORK NY)
IA
Issued 11/16/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/21/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/08/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 11/04/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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