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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 Merullo is a Registered Representative with Fidelity Personal And Workplace Advisors. John has been in the industry since 2021. John is currently registered in Connecticut, Maine, Massachusetts, New Hampshire, Rhode Island and Vermont, offering securities and investment advisory services. Prior to working at Fidelity Personal And Workplace Advisors, John worked at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED from 2021 to 2024. John has passed the Series 66, Series 7TO and SIE examinations. John offers financial planning, educational seminars, and selection of other advisors. John's firm, Fidelity Personal And Workplace Advisors, has approximately $1 billion - $10 billion in assets under management.
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
MA
08/27/2024 - Present
Fidelity Personal AND Workplace Advisors (WESTWOOD MA)
MA
07/29/2021 - 07/30/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOSTON MA)
BOTH
Issued 08/28/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/29/2021
Series 7TO - General Securities Representative Examination
BC
Issued 06/28/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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