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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 M. Davidson is a financial advisor with Fidelity Personal and Workplace Advisors. John has been in the financial services industry for over 16 years and is registered with the Securities and Exchange Commission (SEC) as a Registered Representative. John is also registered with the Financial Industry Regulatory Authority (FINRA) as a General Securities Representative. John has extensive experience in providing financial advice to individuals, families, and businesses. John's areas of expertise include retirement planning, investment management, and college savings.
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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2
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
TX
12/08/2006 - 03/15/2007
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (WESTLAKE TX)
NY
06/13/2001 - 08/13/2001
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BOTH
Issued 06/01/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/30/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/25/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/19/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/2007
Series 7 - General Securities Representative Examination
BC
Issued 12/07/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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