Unclaimed
John Orvine Cimmiyotti is a financial advisor with over 30 years of experience in the financial services industry. John has been registered with Raymond James Financial Services Advisors, Inc since 2009 and has a strong track record of providing clients with comprehensive financial planning and investment advice. Prior to that, John held positions at Phillips & Company Securities Inc., Sentra Securities Corporation, Vision Financial Services, Inc., Adams, Hess, Moore & Co., and Edward D. Jones & Co., L.P. John is committed to helping his clients reach their financial goals and providing them with the personalized service they deserve. He specializes in providing investment advice and financial planning services to individuals, families, and businesses. John has obtained multiple licenses including Series 66, Series 63, Series 51, Series 24, Series 7, and the Securities Industry Essentials Examination (SIE).
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
WA
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (KENNEWICK WA)
OR
07/27/1994 - 09/28/2000
PHILLIPS & COMPANY SECURITIES INC. (PORTLAND OR)
AZ
08/03/1993 - 07/20/1994
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
NA
06/23/1994 - 07/15/1994
VISION FINANCIAL SERVICES, INC.
OR
04/06/1992 - 08/11/1993
ADAMS, HESS, MOORE & CO. (PORTLAND OR)
MO
12/19/1991 - 03/04/1992
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
BOTH
Issued 8/5/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 1/3/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 2/2/2006
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 3/21/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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