Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Ping Zhao is a registered investment advisor representative associated with Fidelity Personal and Workplace Advisors. John Ping Zhao is active in both securities and investment advisory capacities. John Ping Zhao has been working in the financial industry since 2022. Fidelity Personal and Workplace Advisors is a large firm with offices in 50 states and the District of Columbia. John Ping Zhao holds Series 63, Series 66, Series 7, and SIE licenses. The firm provides a variety of financial services including financial planning, portfolio management, and educational seminars. The firm manages assets for individuals, corporations, charitable organizations, and pension plans.
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
NH
10/20/2023 - Present
Fidelity Personal AND Workplace Advisors (MERRIMACK NH)
BOTH
Issued 10/12/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/04/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/27/2022
Series 7TO - General Securities Representative Examination
BC
Issued 01/20/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure John Zhao is the right advisor for you? Invested Better is here to help.
