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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 Edouard Mayo is an investment advisor representative at Fidelity Personal And Workplace Advisors in VIRGINIA BEACH, VA. John has been in the industry for over 10 years. John has passed the Series 6, 7, 63, 65, and 66 exams. John is registered with the state of Texas as an Investment Adviser Representative and with the state of Virginia as a Broker-Dealer and Investment Adviser Representative.
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
VA
07/27/2021 - Present
Fidelity Personal AND Workplace Advisors (VIRGINIA BEACH VA)
VA
02/26/2018 - 01/11/2021
TD AMERITRADE, INC. (VIRGINIA BEACH VA)
VA
08/05/2014 - 02/26/2018
SCOTTRADE, INC. (VIRGINIA BEACH VA)
VA
07/02/2008 - 02/01/2013
BB&T INVESTMENT SERVICES, INC. (CHESAPEAKE VA)
BOTH
Issued 03/02/2017
Series 66 - Uniform Combined State Law Examination
IA
Issued 08/05/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/31/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2010
Series 7 - General Securities Representative Examination
BC
Issued 07/01/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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