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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 Chan is a financial advisor at Fidelity Personal And Workplace Advisors. John has been in the industry since 2009 and has a wide range of experience. John specializes in providing financial planning, portfolio management for individuals and businesses, and educational seminars. John is registered with the states of Florida, Texas, and other states including California, Georgia, Louisiana, Massachusetts, Michigan, Nevada, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Tennessee, Virginia and Washington. John is also a registered representative with FINRA and holds the Series 7, 63, 65, and SIE licenses. John is committed to providing clients with personalized financial advice and helping them achieve their financial goals.
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
FL
07/02/2019 - Present
Fidelity Personal AND Workplace Advisors (TAMPA FL)
FL
10/20/2015 - 03/20/2019
FIDELITY BROKERAGE SERVICES LLC (BOCA RATON FL)
RI
04/17/2015 - 10/01/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LINCOLN RI)
MA
07/06/2005 - 01/24/2011
FIDELITY BROKERAGE SERVICES LLC (BOSTON MA)
IA
Issued 10/28/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/29/2015
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 05/26/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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