Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Alan Drennan is a financial advisor with Fidelity Personal AND Workplace Advisors. John has over 30 years of experience in the financial services industry. John has been registered with Fidelity Personal AND Workplace Advisors since July 2018. John holds Series 6, 7, and 66 licenses and is a Certified Financial Planner. John's specializations include investment planning, retirement planning, college savings planning, estate planning, and insurance planning.
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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MA
02/14/2023 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
CT
02/24/2010 - 06/15/2011
HARTFORD SECURITIES DISTRIBUTION COMPANY, INC. (HARTFORD CT)
NJ
04/30/2007 - 06/25/2009
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
CO
10/13/2004 - 05/01/2007
THE LEADERS GROUP, INC. (LITTLETON CO)
OH
03/20/2003 - 10/04/2004
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
NC
05/14/2002 - 02/07/2003
AXA DISTRIBUTORS, LLC (CHARLOTTE NC)
CT
09/21/1999 - 05/17/2002
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
IL
10/07/1999 - 02/22/2000
OGILVIE SECURITY ADVISORS CORPORATION (CHICAGO IL)
IA
10/31/1997 - 08/27/1999
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
NY
07/14/1995 - 10/14/1997
MONY SECURITIES CORP. (NEW YORK NY)
IA
02/15/1995 - 08/08/1995
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
NJ
01/09/1987 - 02/07/1995
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 12/23/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 6/14/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/30/1997
Series 7 - General Securities Representative Examination
BC
Issued 1/8/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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New York Stock Exchange
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