Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Kuris is a financial advisor with over 30 years of experience in the industry. John is currently registered with Janney Montgomery Scott LLC in Boca Raton, Florida. John previously worked at JOSEPHTHAL & CO., INC., PARAGON CAPITAL CORPORATION, GLOBAL AMERICA INCORPORATED, W. H. NEWBOLD'S SON & CO./HOPPER SOLIDAY & CO., INC. and BEAR, STEARNS & CO. INC.. John holds Series 63, 66, 7 and SIE licenses and has earned designations. John specializes in financial planning, pension consulting, educational seminars, selection of other advisors and portfolio management for businesses and individuals.
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.
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.
Fee plus commission
1
2
FL
02/27/2007 - Present
Janney Montgomery Scott LLC (Boca Raton FL)
NY
05/08/1991 - 11/10/2000
JOSEPHTHAL & CO., INC. (NEW YORK NY)
NJ
02/05/1991 - 04/16/1991
PARAGON CAPITAL CORPORATION (EAST HANOVER NJ)
NA
07/16/1990 - 02/14/1991
GLOBAL AMERICA INCORPORATED
NA
04/24/1990 - 07/23/1990
W. H. NEWBOLD'S SON & CO./HOPPER SOLIDAY & CO., INC.
NY
11/07/1989 - 12/22/1989
BEAR, STEARNS & CO. INC. (NEW YORK NY)
BOTH
Issued 01/18/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/25/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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