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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 Albert Arena is a financial advisor with Fidelity Personal And Workplace Advisors. John has been in the financial industry since 2014 and has experience with various firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated, AXA Advisors, LLC, and J.P. Morgan Securities LLC. John is registered as a Registered Representative (RR) and Investment Advisor Representative (IAR) in multiple states. John holds the Series 7 and Series 66 licenses, and is a Certified Financial Planner (CFP) and a Chartered Financial Consultant (ChFC). John is committed to providing clients with comprehensive financial planning, investment management, and retirement planning services.
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
FL
03/01/2024 - Present
Fidelity Personal AND Workplace Advisors (NORTH NAPLES FL)
CT
05/23/2018 - 05/09/2022
PRUDENTIAL ANNUITIES DISTRIBUTORS, INC (Shelton CT)
NJ
03/28/2016 - 05/04/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
NJ
04/29/2015 - 03/15/2016
J.P. MORGAN SECURITIES LLC (WALL TOWNSHIP NJ)
NJ
01/31/2014 - 04/24/2015
AXA ADVISORS, LLC (WALL NJ)
BOTH
Issued 04/11/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/30/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/30/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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