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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 Kircaldie is a registered investment advisor representative with Fidelity Personal And Workplace Advisors. John has been in the financial services industry since October 3, 2014. John holds the Series 6, 7TO, 63, and 66 licenses. In addition to working for Fidelity Personal And Workplace Advisors, John has also worked for Scuddeer Investor Services, Inc. and Scuddeer Financial Services, Inc.. John is registered with the state of New Hampshire and Texas.
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
04/15/2021 - Present
Fidelity Personal AND Workplace Advisors (MERRIMACK NH)
NY
10/29/1999 - 12/22/2000
SCUDDER INVESTOR SERVICES, INC. (NEW YORK NY)
MA
03/27/1997 - 10/29/1999
SCUDDER FINANCIAL SERVICES, INC. (BOSTON MA)
NY
03/02/1995 - 03/21/1997
SCUDDER INVESTOR SERVICES, INC. (NEW YORK NY)
BOTH
Issued 03/31/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/20/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/22/2020
Series 7TO - General Securities Representative Examination
BC
Issued 07/01/2020
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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