Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Vandenberg is an investment advisor representative associated with Fidelity Personal And Workplace Advisors. John has been in the industry since February 2013 and has experience with Morgan Stanley, Charles Schwab & Co., Inc., Charles Schwab Bank, SSB and Fidelity Investments. John has offices in Dublin, California and serves clients in Arizona, California, Colorado, Florida, Hawaii, Minnesota, Nevada, New Mexico, New York, Oregon, Tennessee, Texas, Utah, Washington and Wyoming. John holds the Series 66, SIE, Series 31 and Series 7 licenses.
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
CA
05/18/2021 - Present
Fidelity Personal AND Workplace Advisors (DUBLIN CA)
CA
12/14/2016 - 04/02/2021
CHARLES SCHWAB & CO., INC. (San Ramon CA)
CA
02/21/2013 - 12/06/2016
MORGAN STANLEY (SAN FRANCISCO CA)
BOTH
Issued 03/28/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/2013
Series 31 - Futures Managed Funds Examination
BC
Issued 02/20/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure John Vandenberg is the right advisor for you? Invested Better is here to help.
