Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Takita is an investment advisor representative, licensed in Connecticut, with a Series 63 and Series 7 license and the SIE exam. John Takita also has a Series 65 license, allowing John Takita to provide investment advisory services. John Takita has been in the industry for several years and currently works for Fidelity Personal And Workplace Advisors. John Takita has previously worked with Harley Capital LLC and National Securities Corporation. John Takita specializes in providing financial planning, educational seminars, and portfolio management services for individuals and businesses. John Takita offers services to a variety of clients, including high net worth individuals, corporations, and pension plans.
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
CT
03/01/2024 - Present
Fidelity Personal AND Workplace Advisors (STAMFORD CT)
CT
10/22/2021 - 10/28/2022
HARLEY CAPITAL LLC (WESTPORT CT)
CT
01/22/2019 - 10/26/2021
NATIONAL SECURITIES CORPORATION (WESTPORT CT)
IA
Issued 05/11/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/11/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/22/2019
Series 7TO - General Securities Representative Examination
BC
Issued 11/01/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure John Takita is the right advisor for you? Invested Better is here to help.
