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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 A Vanengelenhoven is a financial advisor with Fidelity Personal And Workplace Advisors. John has been in the financial services industry since 2000. John is licensed to provide investment advice in 53 states and the District of Columbia. He is a Series 66, Series 63, Series 10, Series 9, and Series 7 holder and has been a registered representative for Fidelity since 2020. John previously worked at Charles Schwab & Co., Inc. and Waddell & Reed, Inc. John offers investment advice to individuals, businesses, charitable organizations, and pension and profit-sharing plans.
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
TX
05/05/2023 - Present
Fidelity Personal AND Workplace Advisors (AUSTIN TX)
TX
05/26/2004 - 09/12/2018
CHARLES SCHWAB & CO., INC. (Austin TX)
KS
03/08/2002 - 02/14/2003
WADDELL & REED, INC. (OVERLAND PARK KS)
TX
08/08/2000 - 07/05/2001
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BOTH
Issued 12/21/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/02/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/03/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/08/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/12/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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