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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 Herndon is a financial advisor with Fidelity Personal And Workplace Advisors in Westlake, Texas. John has been working in the financial industry since January 4, 2018. John has been registered with Fidelity Personal And Workplace Advisors since March 17, 2020. John was previously registered with Invesco Distributors, Inc. in Houston, Texas from October 20, 2017 to December 5, 2019. John has passed the Series 6, Series 7TO, Series 66 and SIE exams. John is currently registered in 52 states, including Texas. John specializes in providing financial planning, portfolio management for businesses and individuals and selection of other advisors.
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
TX
03/17/2020 - Present
Fidelity Personal AND Workplace Advisors (WESTLAKE TX)
TX
10/20/2017 - 12/05/2019
INVESCO DISTRIBUTORS, INC. (HOUSTON TX)
BOTH
Issued 03/13/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/21/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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