Unclaimed
John Eckhart Ginn is a financial advisor who is currently registered with Fidelity Personal AND Workplace Advisors. John has been in the financial industry for over 12 years and is registered in 27 states. John holds the Series 3, 7, 63, 66, and SIE licenses. Before joining Fidelity Personal AND Workplace Advisors, John was employed by CITIGROUP GLOBAL MARKETS INC. John's primary areas of specialization include financial planning, portfolio management for businesses and individuals, 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.
1
2
MA
06/05/2020 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
NY
10/14/2008 - 10/10/2012
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BOTH
Issued 05/11/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/20/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/2015
Series 7 - General Securities Representative Examination
BC
Issued 04/12/2010
Series 3 - National Commodity Futures Examination
BC
Issued 11/17/2008
Series 55 - Limited Representative-Equity Trader Exam
Active
Inactive
F
FINRA
N
New York Stock Exchange
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