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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 R. Ogilvie is an investment advisor representative at Fidelity Personal And Workplace Advisors. John R. Ogilvie is registered with the state of California for both securities and investment advisory services. John R. Ogilvie has a series 66 license for both securities and investment advisory services and a series 7TO license for securities. John R. Ogilvie has been in the industry for over 2 years. John R. Ogilvie has previously worked for Seiler LLP, Canaccord Genuity, CIBC, Indiana University, and Saint Ignatius College Preparatory. John R. Ogilvie specializes in financial planning, portfolio management for individuals, and portfolio management for businesses. John R. Ogilvie offers educational seminars and helps clients select other advisors.
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
CA
09/03/2024 - Present
Fidelity Personal AND Workplace Advisors (BURLINGAME CA)
BOTH
Issued 8/16/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 6/19/2024
Series 7TO - General Securities Representative Examination
BC
Issued 5/3/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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