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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 an investment advisor with experience in the financial services industry since 2004. John is currently registered as a Broker and Investment Advisor Representative with Fidelity Personal and Workplace Advisors. John has held previous roles at J.P. Morgan Securities LLC, TD Ameritrade, Inc. and Chase Investment Services Corp. John has a strong background in investment advising, financial planning, and securities trading. John holds the Series 6, 7, 63, 65 and SIE licenses, as well as registrations in multiple 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 9/23/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/13/2011
Series 7 - General Securities Representative Examination
BC
Issued 9/15/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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