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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 Michael Lonnemann is a registered investment advisor representative with Fidelity Personal And Workplace Advisors. John Michael Lonnemann is active in 53 states and has been in the industry since February 1, 2003. John Michael Lonnemann is licensed in Kentucky and Texas. Fidelity Personal And Workplace Advisors is a large firm with over 15,000 employees and offices located in Boston, MA. The firm has over 1.9 million accounts and over $800 billion in assets under management. Fidelity Personal And Workplace Advisors offers a range of financial planning and investment services for individuals, businesses, and institutions.
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
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
NY
03/11/2002 - 06/10/2002
AXA ADVISORS, LLC (NEW YORK NY)
IN
02/06/2001 - 02/01/2002
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
02/06/2001 - 02/01/2002
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BOTH
Issued 10/27/2005
Series 66 - Uniform Combined State Law Examination
IA
Issued 04/05/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/21/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/05/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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