Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Butler Purcell is a financial advisor with Fidelity Personal and Workplace Advisors, registered with the state of Massachusetts, New Hampshire, and Texas as an Investment Advisor Representative. John has been in the financial services industry since 2010. Their current role at Fidelity Personal and Workplace Advisors is focused on providing financial planning and portfolio management services for individuals and businesses. John also offers educational seminars to clients. John has a Series 7, Series 63, Series 66 and Series 99TO. John's previous experience includes roles at Columbia Management Investment Distributors, Inc. and Macquarie Capital Markets North America LTD.
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
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (MERRIMACK NH)
NY
08/16/2010 - 07/05/2011
MACQUARIE CAPITAL MARKETS NORTH AMERICA LTD. (NEW YORK NY)
MA
05/01/2010 - 08/18/2010
COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. (BOSTON MA)
MA
04/19/2010 - 05/01/2010
COLUMBIA MANAGEMENT DISTRIBUTORS, INC. (BOSTON MA)
NA
08/20/2008 - 09/05/2008
MACQUARIE CAPITAL MARKETS NORTH AMERICA LTD. (TORONTO, ONTARIO )
NH
06/13/2005 - 09/14/2006
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
BOTH
Issued 03/14/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/23/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/02/2024
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure John Purcell is the right advisor for you? Invested Better is here to help.
