Unclaimed
John Fitzgerald is a financial advisor with over 17 years of experience in the financial services industry. John is currently registered with Commonwealth Financial Network in Vineland, NJ. John previously worked at Morgan Stanley, Morgan Stanley Smith Barney and Merrill Lynch, Pierce, Fenner & Smith Incorporated. John has a strong background in financial planning, portfolio management, and investment advisory services. John holds the Series 7, Series 66, and SIE licenses and is a registered representative in multiple states. John is committed to providing personalized financial advice and helping clients achieve their financial goals.
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.
Guidance on pension options to ensure a secure financial future.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NJ
12/08/2017 - Present
Commonwealth Financial Network (Vineland NJ)
NJ
06/01/2009 - 12/14/2017
MORGAN STANLEY (VINELAND NJ)
NJ
01/11/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (VINELAND NJ)
NJ
10/20/2006 - 01/15/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (VINELAND NJ)
FL
12/12/2005 - 02/02/2006
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
BOTH
Issued 01/05/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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