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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 Patrick Shine is a financial advisor with over 18 years of experience in the financial services industry. John currently works at Fidelity Personal And Workplace Advisors, located in Durham, North Carolina. John specializes in providing financial planning and investment advice to individuals, businesses, and retirement plans. John is registered to offer investment advice in 52 states and is a Series 66, 63, and 65 licensed financial advisor. Previously, John was an investment advisor representative at First Citizens Investor Services, INC. from 2019 to 2021. Before that, John was an investment advisor representative at AXA ADVISORS, LLC and WELLS FARGO ADVISORS, LLC in Savannah, Georgia.
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
NC
09/22/2021 - Present
Fidelity Personal AND Workplace Advisors (DURHAM NC)
NC
08/30/2019 - 04/16/2021
FIRST CITIZENS INVESTOR SERVICES, INC. (Durham NC)
GA
04/14/2011 - 05/04/2012
AXA ADVISORS, LLC (SAVANNAH GA)
GA
10/01/2000 - 04/06/2011
WELLS FARGO ADVISORS, LLC (SAVANNAH GA)
NC
01/14/1998 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NY
09/21/1993 - 12/22/1994
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
09/21/1993 - 12/22/1994
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BOTH
Issued 09/13/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/12/2019
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/31/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/06/2021
Series 7TO - General Securities Representative Examination
BC
Issued 08/30/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/19/2019
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/2009
Series 7 - General Securities Representative Examination
BC
Issued 01/12/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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