Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Marshall Francis Sorensen is a registered investment advisor representative at Fidelity Personal AND Workplace Advisors. Sorensen holds Series 7TO and Series 66 securities licenses and has been active in the securities industry since October 20, 2021. Sorensen is registered to offer investment advice in 53 states and the District of Columbia. Sorensen has experience providing financial planning, educational seminars, and portfolio management services. Sorensen's firm provides investment advice to high-net-worth individuals, pension plans, and corporations. Sorensen may be compensated for his services through a percentage of assets under management or fixed fees.
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
KY
11/02/2022 - Present
Fidelity Personal AND Workplace Advisors (COVINGTON KY)
BOTH
Issued 10/26/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/01/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/21/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/14/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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