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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Robert Mousseau is a registered investment advisor representative with Cumberland Advisors. John has been in the financial industry since 1985 and has a long history of working with clients in the Sarasota area. John is a Chartered Financial Analyst and holds the Series 3, 7, 50, 63 and 65 licenses. In addition to working with Cumberland Advisors, John has also worked with Cumberland Brokerage Corporation, Ryan Beck & Co., Lord Abbett Distributor LLC and Lehman Brothers Inc. John is a specialist in municipal bonds and has a strong understanding of the investment needs of government clients. John has also worked extensively with individuals, corporations, and other institutions. Cumberland Advisors is a registered investment advisor that provides a wide range of financial services, including investment management, financial planning, and consulting. The firm is headquartered in Sarasota, Florida. John is dedicated to providing his clients with the highest quality financial advice and 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.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting services for governmental 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.
A percentage of the total value of assets under management is charged.
Model delivery fees
1
2
FL
01/10/2001 - Present
Cumberland Advisors (SARASOTA FL)
PA
07/10/2003 - 11/30/2005
CUMBERLAND BROKERAGE CORPORATION (ARDMORE PA)
NJ
10/09/2000 - 06/23/2003
RYAN BECK & CO. (FLORHAM PARK NJ)
NJ
08/04/1993 - 07/06/2000
LORD ABBETT DISTRIBUTOR LLC (JERSEY CITY NJ)
NY
05/14/1988 - 06/29/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
01/23/1985 - 05/14/1988
E. F. HUTTON & COMPANY INC
IA
Issued 04/21/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/12/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/06/2016
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 07/10/1985
Series 3 - National Commodity Futures Examination
BC
Issued 01/19/1985
Series 7 - General Securities Representative Examination
Active
Inactive
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