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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 Israel is a financial advisor with Fidelity Personal And Workplace Advisors. John has been in the industry since 2014, with experience at Wells Fargo Advisors, LLC and Fidelity Brokerage Services LLC. John holds a Series 6, 7, 9, 10, 63, and 66 license as well as the SIE designation. John has also earned Certified Financial Planner and Chartered Financial Consultant designations. John specializes in providing financial planning, portfolio management, educational seminars, and selection of other advisors.
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
04/07/2020 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
CA
03/03/2014 - 04/30/2015
WELLS FARGO ADVISORS, LLC (DUBLIN CA)
BOTH
Issued 12/01/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/14/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/30/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/20/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/2015
Series 7 - General Securities Representative Examination
BC
Issued 03/03/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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