Unclaimed
John Ronan is a financial advisor at Fidelity Personal And Workplace Advisors. John has been in the financial services industry for over 3 years and has a Series 66, Series 7TO, Series 9, Series 10, and SIE license. John has a background in business and finance and is passionate about helping clients achieve their financial goals. John specializes in providing financial planning, portfolio management for individuals and businesses, and educational seminars. John is also a licensed axe throwing coach at Axe Play LLC.
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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NH
11/24/2020 - Present
Fidelity Personal AND Workplace Advisors (MERRIMACK NH)
BOTH
Issued 10/29/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/26/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/22/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2020
Series 7TO - General Securities Representative Examination
BC
Issued 09/24/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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