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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 Cooley is a financial advisor at Fidelity Personal And Workplace Advisors with over 2 years of experience in the financial services industry. John is registered to provide investment advice in 25 states. He holds licenses for Series 7, Series 10, Series 9, and Series 66. John specializes in retirement planning, college savings, and estate planning. He also offers educational seminars and financial planning services. John has a passion for helping people 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
IL
04/02/2024 - Present
Fidelity Personal AND Workplace Advisors (OAK BROOK IL)
IL
03/18/2022 - 04/06/2023
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (SCHAUMBURG IL)
BOTH
Issued 05/20/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/08/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/14/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/18/2022
Series 7TO - General Securities Representative Examination
BC
Issued 03/08/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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