Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Donius is an investment advisor representative at Fidelity Personal And Workplace Advisors. John is a Series 66 and Series 63 licensed professional. John has been in the financial services industry since January 27, 2022. John is registered with the Securities and Exchange Commission and the state of Massachusetts and Texas. John is active in the financial industry and provides investment advisory services to individuals and businesses. John also provides financial planning and educational seminars. John is dedicated to helping clients reach 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.
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.
1
2
MA
07/09/2024 - Present
Fidelity Personal AND Workplace Advisors (BURLINGTON MA)
BOTH
Issued 07/21/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/07/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/28/2022
Series 7TO - General Securities Representative Examination
BC
Issued 01/21/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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