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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 Joseph Dyer is a financial advisor at Fidelity Personal And Workplace Advisors. John has been in the financial industry since 2007. John's firm manages assets between $1 billion and $10 billion. John Joseph Dyer is registered in 52 states. John Joseph Dyer specializes in financial planning, portfolio management for individuals and businesses, and providing educational seminars.
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
KY
08/10/2021 - Present
Fidelity Personal AND Workplace Advisors (COVINGTON KY)
MD
10/01/2014 - 05/18/2021
CAPITAL PORTFOLIO MANAGEMENT, INC. (TIMONIUM MD)
MD
08/23/1995 - 12/31/1998
CAPITAL PORTFOLIO MANAGEMENT, INC. (TIMONIUM MD)
NA
07/12/1993 - 09/07/1995
NATIONSSECURITIES
NY
06/24/1991 - 07/12/1993
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BOTH
Issued 08/04/2021
Series 66 - Uniform Combined State Law Examination
IA
Issued 05/07/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/02/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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