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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 Allan Ebenal is a financial advisor with over 20 years of experience in the industry. John Ebenal is currently registered with Fidelity Personal And Workplace Advisors, a firm with over $1 trillion in assets under management, and has previously held positions with RAYMOND JAMES FINANCIAL SERVICES, INC. and BIDWELL & COMPANY. John Allan Ebenal specializes in providing financial planning, portfolio management for individuals and businesses, and educational seminars. John Allan Ebenal holds a number of professional licenses and designations, including the Series 66, Series 65, Series 63, Series 9, Series 10, Series 6TO, SIE, and Series 7. John Allan Ebenal is dedicated to providing his clients with the highest level of service and expertise.
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
MA
08/21/2020 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
OR
11/20/2002 - 11/07/2008
RAYMOND JAMES FINANCIAL SERVICES, INC. (PORTLAND OR)
OR
11/14/2001 - 07/22/2002
BIDWELL & COMPANY (PORTLAND OR)
BOTH
Issued 07/23/2013
Series 66 - Uniform Combined State Law Examination
IA
Issued 07/27/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/28/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/13/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/08/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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