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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 Alves is a financial advisor with Fidelity Personal AND Workplace Advisors. John is registered in 24 states, and has a Series 7, 63, and 65 license. John's experience includes previous work with PURSHE KAPLAN STERLING INVESTMENTS in Dallas. John specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors. John is committed to providing clients with personalized financial advice and guidance to help them reach their 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
04/10/2024 - Present
Fidelity Personal AND Workplace Advisors (FORT WORTH TX)
TX
06/14/2021 - 01/11/2024
PURSHE KAPLAN STERLING INVESTMENTS (Dallas TX)
IA
Issued 09/22/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/30/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/08/2024
Series 7TO - General Securities Representative Examination
BC
Issued 06/14/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/29/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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