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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 Anthony Sawicki is an investment advisor representative with Fidelity Personal and Workplace Advisors. John Anthony Sawicki has been in the industry since July 2007. Fidelity Personal and Workplace Advisors is a large firm with a wide range of client types, including high-net-worth individuals, corporations, and pension plans. The firm provides a variety of services, including financial planning, portfolio management, and educational seminars. John Anthony Sawicki has the Series 6, 7, and 63 registrations. John Anthony Sawicki is licensed in Michigan 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.
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2
MA
05/02/2023 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
MI
04/04/2007 - 12/10/2007
FIRST INVESTORS CORPORATION (LIVONIA MI)
IA
Issued 06/08/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/19/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/2009
Series 7 - General Securities Representative Examination
BC
Issued 04/03/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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