Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Ryan Ferris is a financial advisor with Fidelity Personal And Workplace Advisors. John has been working in the financial industry since 2016. John is registered in 53 states and the District of Columbia, and has a Series 7, Series 63, Series 66, Series 9, and Series 10 license. John offers a variety of financial services, including financial planning, portfolio management for businesses and individuals, and educational seminars. John is committed to helping clients reach their financial goals.
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
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (WESTLAKE TX)
TX
01/04/2016 - 03/30/2016
MML INVESTORS SERVICES, LLC (DALLAS TX)
BOTH
Issued 02/07/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/12/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/15/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/04/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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