Unclaimed
John Davis Glaubke is a financial advisor with Fidelity Personal And Workplace Advisors. John has been in the financial services industry since 2016 and has experience working with a variety of clients, including high-net-worth individuals, corporations, and pension plans. John offers financial planning, portfolio management, and educational seminars to help clients reach their financial goals. John's previous employment includes roles at Northwestern Mutual Investment Services, LLC, J.P. Morgan Securities LLC, and TD Ameritrade, Inc. John has a strong understanding of the financial markets and a commitment to providing personalized service to clients.
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.
1
2
CO
03/22/2023 - Present
Fidelity Personal AND Workplace Advisors (FORT COLLINS CO)
CO
01/17/2020 - 01/23/2023
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (FORT COLLINS CO)
AZ
09/11/2018 - 08/19/2019
J.P. MORGAN SECURITIES LLC (SCOTTSDALE AZ)
NE
11/28/2017 - 06/01/2018
TD AMERITRADE, INC. (OMAHA NE)
BOTH
Issued 03/03/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/12/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/28/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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