John Coutu (CRD# 7461197) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Smithfield, RI and has over 2 years of experience in the finance industry.
CRD# 4318531
Integrated Wealth Concepts LLC
CRD# 4030542
Ameriprise Financial Services, LLC
CRD# 6230536
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Fidelity Investments | Smithfield, RI | Oct 2021 - Current | 2 |
Unemployed | Cranston, RI | Jan 2021 - Oct 2021 | < 1 |
University Of Rhode Island | Kingston, RI | Sep 2017 - May 2021 | 3 |
Ram Fund | Kingston, RI | Sep 2020 - Dec 2020 | < 1 |
Unemployed | Cranston, RI | Sep 2019 - Sep 2020 | 1 |
City Of Cranston- Parks And Recreation Department | Cranston, RI | Jun 2019 - Aug 2019 | < 1 |
Unemployed | Cranston, RI | Sep 2018 - May 2019 | < 1 |
City Of Cranston- Parks And Recreation Department | Cranston, RI | Jun 2018 - Aug 2018 | < 1 |
Unemployed | Cranston, RI | Sep 2017 - May 2018 | < 1 |
City Of Cranston- Parks And Recreation Department | Cranston, RI | Jun 2017 - Aug 2017 | < 1 |
Providence College | Providence, RI | Feb 2017 - Jun 2017 | < 1 |
Bishop Hendricken High School | Warwick, RI | Sep 2013 - Jun 2017 | 3 |
Unemployed | Cranston, RI | Sep 2011 - Feb 2017 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Apr 2022 |
S66 | NASAA Uniform Combined State Law Examination | Nov 2022 |
- MA
- RI
- TX
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Total Assets Under Management818,776MILLIONS
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Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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