Unclaimed
John L Cicmansky is a financial advisor who has been active in the industry since August 3, 2011. John has been with Fidelity Personal And Workplace Advisors since March 2022, and is also registered with the state of Texas as an Investment Advisor Representative. Previously, John was a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Incorporated, and AXA Advisors, 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.
1
2
NJ
07/08/2022 - Present
Fidelity Personal AND Workplace Advisors (BRIDGEWATER NJ)
NJ
07/12/2011 - 03/16/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CLINTON NJ)
NJ
04/05/2010 - 05/07/2010
AXA ADVISORS, LLC (EDISON NJ)
BOTH
Issued 08/15/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure John Cicmansky is the right advisor for you? Invested Better is here to help.