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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 Thornton is an investment advisor representative with Fidelity Personal and Workplace Advisors. John has been in the industry since May 2018. John has a Series 7 and Series 63 license. John is licensed to provide investment advice in Texas. John has been associated with Fidelity Personal and Workplace Advisors since March 2023. Prior to that, John was with Equitable Advisors, LLC for over 4 years. John specializes in portfolio management for businesses and individuals, as well as financial planning. John is also a registered investment advisor in Texas.
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
04/05/2023 - Present
Fidelity Personal AND Workplace Advisors (WESTLAKE TX)
TX
05/02/2018 - 03/16/2023
EQUITABLE ADVISORS, LLC (DALLAS TX)
IA
Issued 03/14/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/30/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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