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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 Christopher Kurilecz is a financial advisor registered with Fidelity Personal And Workplace Advisors in Westlake, TX. John has been a registered representative since 1994, and his professional experience spans more than two decades. Previously, John was registered with NATIONAL FINANCIAL SERVICES LLC, FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. and NEW ENGLAND SECURITIES. John holds the Series 6, 7, 63, and 66 licenses, as well as the SIE exam.
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
TX
05/16/2019 - Present
Fidelity Personal AND Workplace Advisors (WESTLAKE TX)
TX
08/06/2004 - 07/20/2006
NATIONAL FINANCIAL SERVICES LLC (WESTLAKE TX)
RI
06/04/1996 - 10/02/2002
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
NY
05/17/1994 - 07/27/1994
NEW ENGLAND SECURITIES (NEW YORK NY)
BOTH
Issued 05/06/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/16/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/2006
Series 7 - General Securities Representative Examination
BC
Issued 05/16/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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