Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Edmund Soborski is a registered investment advisor representative with Fidelity Personal and Workplace Advisors. John has been in the securities industry since August 24, 2014. John has a Series 63, Series 65, Series 7 and SIE licenses. John is registered in 14 states. John's firm Fidelity Personal And Workplace Advisors manages over $818 billion in assets for 1,991,043 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.
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2
MA
10/04/2023 - Present
Fidelity Personal AND Workplace Advisors (CHESTNUT HILL MA)
IA
Issued 10/14/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/24/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/30/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/06/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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