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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 Fitzgerald is a financial advisor with over 15 years of experience in the financial services industry. John currently works at TD Private Client Wealth LLC, where he provides financial planning and portfolio management services to a wide range of clients, including individuals, families, businesses, and institutions. John previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Citizens Securities, Inc. John holds the Series 6, 7, 63 and 65 securities licenses and is registered in Pennsylvania, Delaware, Florida, Maine, New Jersey, and Rhode Island.
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.
A percentage of the total value of assets under management is charged.
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NJ
09/27/2024 - Present
TD Private Client Wealth LLC (Marlton NJ)
PA
11/29/2021 - 10/04/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DOYLESTOWN PA)
PA
09/08/2021 - 11/29/2021
CITIZENS SECURITIES, INC. (Fort Washington PA)
PA
05/28/2010 - 01/06/2020
CITIZENS SECURITIES, INC. (Fort Washington PA)
NJ
05/18/2009 - 02/22/2010
CHASE INVESTMENT SERVICES CORP. (PRINCETON NJ)
IA
Issued 06/13/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/03/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/2014
Series 7 - General Securities Representative Examination
BC
Issued 05/15/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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