Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Kirker is a financial advisor at Fidelity Personal And Workplace Advisors. John has been in the financial industry since March 10, 2016. John provides financial planning, portfolio management, and educational seminars to individuals and businesses. John has a Series 6, 7TO, 63, and 65 license. John previously worked at Pruco Securities, LLC., Principal Securities, Inc., and Aetna Investment Services, Inc.
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
CA
01/08/2025 - Present
Fidelity Personal AND Workplace Advisors (SAN JOSE CA)
CA
04/30/2021 - 10/12/2021
PRUCO SECURITIES, LLC. (SAN JOSE CA)
CA
10/02/2020 - 03/31/2021
PRINCIPAL SECURITIES, INC. (SAN JOSE CA)
CT
09/23/1994 - 06/16/1995
AETNA INVESTMENT SERVICES, INC. (WINDSOR CT)
CA
07/25/1994 - 02/11/1995
QUEST SECURITIES, INC. (FAIR OAKS CA)
MA
08/04/1993 - 07/21/1994
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
08/04/1993 - 07/21/1994
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
PA
11/13/1992 - 08/04/1993
PENN MUTUAL EQUITY SERVICES, INC. (HORSHAM PA)
BC
Issued 08/21/2020
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/05/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/02/2020
Series 7TO - General Securities Representative Examination
BC
Issued 06/24/2020
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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