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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 Occhipinti is a financial advisor with Fidelity Personal and Workplace Advisors. John has over 12 years of experience in the financial industry. John is registered with FINRA and the state of Connecticut and Texas. John specializes in providing financial planning, portfolio management, and educational seminars. John works with a variety of clients, including individuals, corporations, charitable organizations, and pension and profit-sharing plans. John is dedicated to helping clients achieve their financial goals.
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.
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2
MA
04/24/2023 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
NY
03/25/2017 - 06/01/2018
MML INVESTORS SERVICES, LLC (ELMSFORD NY)
NY
10/30/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (ELMSFORD NY)
NY
05/14/2011 - 11/02/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WHITE PLAINS NY)
NY
04/27/2004 - 06/30/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 07/28/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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