Unclaimed
John Honebrink is a financial advisor with Fidelity Personal AND Workplace Advisors. John is registered to provide investment advice in 54 states and jurisdictions. John has been in the industry for 2 years. John has passed the Series 7TO, SIE, and Series 66 exams. The advisor works out of Fidelity Personal AND Workplace Advisors' branch office in Covington, KY. The firm provides services for various client types, including high net worth individuals, corporations or other businesses, individuals other than high net worth, pension and profit-sharing plans, and charitable organizations. They manage approximately $1 billion - $10 billion in client assets. The firm's services include financial planning, portfolio management for businesses, portfolio management for individuals, and educational seminars.
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
KY
03/04/2022 - Present
Fidelity Personal AND Workplace Advisors (COVINGTON KY)
BOTH
Issued 02/25/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/28/2022
Series 7TO - General Securities Representative Examination
BC
Issued 01/21/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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