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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 Matthew Reyes is a financial advisor with Fidelity Personal and Workplace Advisors. John has been in the financial industry since October 21, 2004. John has a series 63, 65, 7 and SIE license. John has been registered in 28 states as a broker and 2 as an investment advisor. John has previously worked for J.P. Morgan Securities LLC, TD Ameritrade, Inc., Chase Investment Services Corp., and Pruco Securities, LLC. John is currently registered as an investment advisor in Michigan and Texas, and a broker in 28 states.
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.
1
2
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
MI
01/13/2014 - 03/19/2015
J.P. MORGAN SECURITIES LLC (LIVONIA MI)
MI
08/04/2011 - 01/21/2014
TD AMERITRADE, INC. (BIRMINGHAM MI)
MI
12/10/2005 - 07/26/2011
CHASE INVESTMENT SERVICES CORP. (LIVONIA MI)
NJ
09/16/2004 - 11/21/2005
PRUCO SECURITIES, LLC. (NEWARK NJ)
IA
Issued 10/11/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/23/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/2011
Series 7 - General Securities Representative Examination
BC
Issued 09/15/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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