Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Carpenter is a financial advisor affiliated with Fidelity Personal and Workplace Advisors. John has been in the financial services industry for over 11 years. John holds licenses in several states including Florida and Texas and holds various certifications. John works with individuals, high-net-worth individuals, corporations, charitable organizations, and pension plans. John's areas of expertise include financial planning, portfolio management, and investment education. John and the firm may receive compensation for providing financial advice and may receive commissions, fees, or other compensation for recommending certain investment products or services.
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
FL
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (OCALA FL)
BOTH
Issued 05/15/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/17/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/11/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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