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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 Fitzgerald is a financial advisor who has been in the industry since June 2001. John is registered with the state of Massachusetts as an Investment Advisor Representative. John is affiliated with Congress Asset Management Company, LLP. The firm provides financial planning and portfolio management services to a variety of clients, including individuals, businesses, and institutions.
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.
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.
Strategic management for diversified investment portfolios.
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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MA
09/26/2011 - Present
Congress Asset Management Company, LLP (BOSTON MA)
IA
Issued 10/03/1997
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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