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John Alan Drennan

Fidelity Personal AND Workplace Advisors

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About John Alan Drennan

John Alan Drennan is a financial advisor at Fidelity Personal And Workplace Advisors. John has been in the financial services industry for over 30 years, and has a strong track record of success. John is a Certified Financial Planner™ professional, and holds Series 6, 7 and 66 securities licenses. John is also a licensed Investment Advisor Representative in several states. John's areas of expertise include financial planning, portfolio management, and retirement planning. John is committed to providing his clients with personalized financial advice and guidance.

Firm Information

John Drennan is currently registered with Fidelity Personal AND Workplace Advisors. Fidelity Personal and Workplace Advisors is a large financial services firm with a long history in the industry. They provide a variety of investment and financial planning services to individual and institutional clients, including individuals, high-net-worth individuals, corporations, pension plans, charitable organizations, and state or municipal governments. They are known for their comprehensive investment options, low fees, and extensive resources. Fidelity Personal and Workplace Advisors manages over $818 billion in assets for a diverse client base.
Fidelity Personal AND Workplace Advisors

245 SUMMER STREET, V2A

BOSTON, MA 02210

$818.78B

Assets Under Management

13,624

Total Clients

14,642

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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John Drennan’s Registration & Firm History

CO

02/14/2023 - Present

Fidelity Personal AND Workplace Advisors (DENVER CO)

CT

02/24/2010 - 06/15/2011

HARTFORD SECURITIES DISTRIBUTION COMPANY, INC. (HARTFORD CT)

NJ

04/30/2007 - 06/25/2009

UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)

CO

10/13/2004 - 05/01/2007

THE LEADERS GROUP, INC. (LITTLETON CO)

OH

03/20/2003 - 10/04/2004

NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)

NC

05/14/2002 - 02/07/2003

AXA DISTRIBUTORS, LLC (CHARLOTTE NC)

CT

09/21/1999 - 05/17/2002

HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)

IL

10/07/1999 - 02/22/2000

OGILVIE SECURITY ADVISORS CORPORATION (CHICAGO IL)

IA

10/31/1997 - 08/27/1999

PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)

NY

07/14/1995 - 10/14/1997

MONY SECURITIES CORP. (NEW YORK NY)

IA

02/15/1995 - 08/08/1995

LOCUST STREET SECURITIES, INC. (DES MOINES IA)

NJ

01/09/1987 - 02/07/1995

PRUCO SECURITIES CORPORATION (NEWARK NJ)

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Licenses & Designations

BOTH

Issued 12/23/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/14/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/30/1997

Series 7 - General Securities Representative Examination

BC

Issued 01/08/1987

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are no public disclosures for John Alan Drennan.
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