Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Alatzas has been a registered financial professional since December 1999. John has a wide range of experience in the financial services industry, including time spent at Goldman Sachs and IMC Financial Markets. John is currently registered with Fidelity Personal And Workplace Advisors. John is a Series 3, 4, 7, 55 and 66 licensed professional.
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
NY
04/24/2023 - Present
Fidelity Personal AND Workplace Advisors (BROOKLYN NY)
NY
08/22/2014 - 11/23/2020
IMC FINANCIAL MARKETS (New York NY)
NY
11/14/2011 - 09/11/2014
GOLDMAN, SACHS & CO. (NEW YORK NY)
NY
11/27/2007 - 11/14/2011
GOLDMAN SACHS EXECUTION & CLEARING, L.P. (NEW YORK NY)
NY
12/16/1999 - 11/14/2011
SPEAR, LEEDS & KELLOGG SPECIALISTS LLC (NEW YORK NY)
BOTH
Issued 06/23/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/15/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/23/2009
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2008
Series 3 - National Commodity Futures Examination
BC
Issued 03/07/2008
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 05/02/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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