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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 David Ahern is a registered representative with Fidelity Personal And Workplace Advisors. John has been in the industry since May 2012, and is currently registered with the Financial Industry Regulatory Authority (FINRA) and the state of Connecticut. John has passed the Series 7, Series 66 and SIE exams. Previously, John was employed with MML Investors Services, LLC and MSI Financial Services, INC. John is registered to provide investment advice in Connecticut and Texas. John offers financial planning, selection of other advisers, and portfolio management for businesses and individuals.
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
CT
03/12/2021 - Present
Fidelity Personal AND Workplace Advisors (FAIRFIELD CT)
CT
03/25/2017 - 04/15/2020
MML INVESTORS SERVICES, LLC (WESTPORT CT)
CT
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (WESTPORT CT)
CT
05/22/2012 - 01/02/2015
NEW ENGLAND SECURITIES (WESTPORT CT)
BOTH
Issued 06/10/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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