Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Kukich is a financial advisor with over 30 years of experience in the industry. John is currently registered with Wells Fargo Clearing Services, LLC, and is also a Registered Representative. John has held previous roles with Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc. and The Stuart-James Company, Inc.. John is licensed in numerous states and holds several industry certifications. John provides financial planning and investment consulting services to a variety of clients, including individuals, families, businesses, and institutions. John specializes in investment management, retirement planning, and estate planning.
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.
Investment consulting services to institutional clients
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
AZ
10/21/2016 - Present
Wells Fargo Clearing Services, LLC (PEORIA AZ)
AZ
04/02/2007 - 04/01/2009
MORGAN STANLEY & CO. INCORPORATED (SURPRISE AZ)
AZ
04/16/1987 - 04/02/2007
MORGAN STANLEY DW INC. (SURPRISE AZ)
NA
03/25/1987 - 04/29/1987
THE STUART-JAMES COMPANY, INC.
BC
Issued 03/31/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/1987
Series 3 - National Commodity Futures Examination
BC
Issued 03/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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