Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Kurinij is a financial professional with over 27 years of experience in the industry. John is currently a registered representative with Wells Fargo Clearing Services, LLC and is located in Savannah, GA. John has held past positions with Stiefel, Nicolaus & Company, Incorporated; UBS Financial Services Inc.; Morgan Stanley & Co. Incorporated; and Morgan Stanley DW Inc. John has passed multiple industry exams including the Series 63, 65, 7, 9, 10, 31 and SIE. John is also registered with the following states: Alabama, California, Colorado, Florida, Georgia, Illinois, Maryland, Massachusetts, Michigan, Minnesota, Missouri, New Mexico, New York, North Carolina, Pennsylvania, South Carolina, Texas, Virginia, Washington and Wisconsin.
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.
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2
GA
09/03/2024 - Present
Wells Fargo Clearing Services, LLC (SAVANNAH GA)
GA
09/25/2009 - 09/04/2024
STIFEL, NICOLAUS & COMPANY, INCORPORATED (SAVANNAH GA)
GA
05/23/2008 - 09/25/2009
UBS FINANCIAL SERVICES INC. (SAVANNAH GA)
GA
04/02/2007 - 05/27/2008
MORGAN STANLEY & CO. INCORPORATED (SAVANNAH GA)
GA
05/08/1997 - 04/02/2007
MORGAN STANLEY DW INC. (SAVANNAH GA)
IA
Issued 05/20/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/12/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/10/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/04/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 05/06/1997
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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