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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 Schultz is a financial advisor with Fidelity Personal and Workplace Advisors. John David Schultz has been in the financial services industry since 2007. John David Schultz is registered with FINRA and the Securities Investor Protection Corporation (SIPC). John David Schultz is also registered with the following states: Alabama, Florida, Georgia, North Carolina, South Carolina, Tennessee, Texas, and Virginia. John David Schultz holds the Series 6, Series 7, Series 63, and Series 66 licenses. Fidelity Personal and Workplace Advisors is a Registered Investment Advisor that offers a range of financial services, including financial planning, portfolio management, and educational seminars.
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
MA
07/18/2023 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
TX
03/13/2012 - 04/16/2013
STATE FARM VP MANAGEMENT CORP. (ARLINGTON TX)
TX
08/04/2010 - 10/14/2011
ALLSTATE FINANCIAL SERVICES, LLC (FORT WORTH TX)
CO
01/06/2009 - 12/10/2009
EDWARD JONES (FT COLLINS CO)
IL
10/01/2007 - 01/08/2009
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
TX
11/15/2005 - 11/02/2006
STATE FARM VP MANAGEMENT CORP. (EULESS TX)
NY
07/15/2005 - 09/12/2005
NYLIFE SECURITIES INC. (NEW YORK NY)
IL
09/27/2004 - 02/10/2005
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
BOTH
Issued 3/13/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/2/2009
Series 7 - General Securities Representative Examination
BC
Issued 9/24/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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