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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 Richard Makhoul is a financial advisor with Fidelity Personal And Workplace Advisors, a large financial advisory firm with offices throughout the United States. John is a CERTIFIED FINANCIAL PLANNER™ professional. John specializes in financial planning, portfolio management for individuals and businesses, and the selection of 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
NJ
09/04/2020 - Present
Fidelity Personal AND Workplace Advisors (PARAMUS NJ)
NJ
07/25/2016 - 01/14/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PARAMUS NJ)
NY
10/19/2015 - 07/13/2016
TULLETT PREBON FINANCIAL SERVICES LLC (NEW YORK NY)
NY
10/19/2004 - 10/14/2015
WHITAKER SECURITIES LLC (NEW YORK NY)
NY
09/25/2003 - 10/12/2004
PECONIC SECURITIES LLC (NEW YORK NY)
NY
12/06/2000 - 04/07/2003
MCFADDEN, FARRELL & SMITH, L.P. (NEW YORK NY)
BOTH
Issued 08/29/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/22/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/2001
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 12/05/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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