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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 Haines is a registered investment advisor representative with Fidelity Personal and Workplace Advisors. John has been in the industry since January 7, 2013 and has worked with several firms, including VALIC Financial Advisors, Inc. and Comerica Securities. John is registered with the state of Texas and is currently registered with Fidelity. John provides financial planning and portfolio management services to individuals and businesses. John also offers educational seminars to clients.
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
TX
09/26/2022 - Present
Fidelity Personal AND Workplace Advisors (WESTLAKE TX)
TX
02/24/2017 - 06/22/2022
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
TX
05/08/2014 - 02/24/2017
COMERICA SECURITIES (HOUSTON TX)
TX
10/08/2012 - 04/28/2014
PFS INVESTMENTS INC. (AUSTIN TX)
IA
Issued 06/19/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/19/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/09/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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