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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 Robert Mulligan is an investment advisor representative at Fidelity Personal And Workplace Advisors. John Mulligan has been in the industry since October 21, 2021. John Mulligan's firm has approximately $1 billion - $10 billion in assets under management. Fidelity Personal And Workplace Advisors serves individuals, high-net-worth individuals, corporations or other businesses, pension and profit sharing plans, charitable organizations, and state or municipal government entities. Fidelity Personal And Workplace Advisors provides financial planning, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for individuals. John Mulligan is licensed in 49 states and the District of Columbia. John Mulligan's current registrations include: investment advisor representative in Massachusetts and Texas. John Mulligan has passed the Series 7, Series 63, and Series 66 exams.
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
MA
11/18/2024 - Present
Fidelity Personal AND Workplace Advisors (SHREWSBURY MA)
BOTH
Issued 03/15/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/29/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/22/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/15/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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