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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 Flynn is a financial advisor at Fidelity Personal and Workplace Advisors. John has been in the financial services industry since November 17, 2013. John has been registered with Fidelity Personal and Workplace Advisors since September 2, 2020. Previously, John was registered with USAA Financial Advisors, Inc. and AXA Advisors, LLC. John holds Series 7, 9, 10, 63 and 65 licenses. John specializes in portfolio management for individuals and businesses, as well as providing financial planning services and educational seminars.
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
TX
09/02/2020 - Present
Fidelity Personal AND Workplace Advisors (WESTLAKE TX)
TX
05/19/2017 - 06/15/2020
USAA FINANCIAL ADVISORS, INC. (ADDISON TX)
TX
06/28/2013 - 03/01/2017
AXA ADVISORS, LLC (DALLAS TX)
IA
Issued 03/18/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/07/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/05/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/08/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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