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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jack? Claim Your ProfileJack Thomas Cavanaugh is a registered investment advisor representative with Fidelity Personal and Workplace Advisors. Jack Cavanaugh is licensed in 53 states and has been working in the financial industry for over 6 years. Jack Cavanaugh has passed the Series 7TO, Series 63 and Series 66 exams. Jack Cavanaugh specializes in providing financial planning services to individuals and businesses. Jack Cavanaugh also provides portfolio management services to both individuals and businesses. Jack Cavanaugh's firm, Fidelity Personal and Workplace Advisors, is a large firm with over $1 trillion in assets under management. Fidelity Personal and Workplace Advisors has a strong reputation in the financial industry, and they are known for their commitment to providing high-quality services to their clients.
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.
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.
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.
1
2
NH
04/01/2024 - Present
Fidelity Personal AND Workplace Advisors (MERRIMACK NH)
BOTH
Issued 03/26/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/09/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/28/2023
Series 7TO - General Securities Representative Examination
BC
Issued 03/16/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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