John-michael Cotterman (CRD# 6449738) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Vero Beach, FL and has over 8 years of experience in the finance industry.
CRD# 5769283
Paradigm Shift Financial, LLC
CRD# 6980780
Fidelity Personal And Workplace Advisors
CRD# 1076829
Securities Research, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Personal And Workplace Advisors | Boston, MA | Jul 2018 - Current | 5 |
| Fidelity Brokerage Services LLC | Jacksonville, FL | Jul 2015 - Current | 8 |
| Randstad | Jacksonville, FL | Feb 2015 - Jun 2015 | < 1 |
| Satellite Sports Marketing | Jacksonville, FL | Feb 2013 - Jun 2015 | 2 |
| 717 Parking | Jacksonville, FL | Apr 2012 - Feb 2015 | 2 |
| Coggin Nissan At The Avenues | Jacksonville, FL | Jun 2014 - Dec 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2015 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2016 |
- FL
- GA
- 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
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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