Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Huddleston is a financial advisor currently registered with Fidelity Personal And Workplace Advisors. John has been active in the securities industry since January 28, 2021. Previously, John was employed by Equitable Advisors, LLC from November 17, 2020 to April 21, 2021. John holds a Series 66, Series 10, Series 9, Series 7TO, and SIE licenses. John is registered with the states of Alabama, Arkansas, California, Kentucky, Louisiana, Mississippi, Missouri, Tennessee, Texas, and is also registered as an investment advisor in Tennessee and Texas. John specializes in Financial Planning, Portfolio Management for Individuals, Portfolio Management for Businesses, and Educational Seminars.
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
TN
07/12/2021 - Present
Fidelity Personal AND Workplace Advisors (GERMANTOWN TN)
TN
11/17/2020 - 04/21/2021
EQUITABLE ADVISORS, LLC (FRANKLIN TN)
BOTH
Issued 02/11/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/22/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/22/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/17/2020
Series 7TO - General Securities Representative Examination
BC
Issued 07/30/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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