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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 Todd Volk is an active investment advisor representative with Fidelity Personal and Workplace Advisors. John has been in the industry since 2000 and has experience with various firms. John holds Series 6, 7, and 63 securities licenses as well as the SIE and Series 65 exams. John is registered in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. John is an active member of the financial services industry, having worked at several reputable institutions before joining Fidelity.
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
NJ
10/05/2021 - Present
Fidelity Personal AND Workplace Advisors (JACKSON NJ)
NJ
01/16/2015 - 04/20/2021
TD AMERITRADE, INC. (JERSEY CITY NJ)
NJ
06/19/2014 - 01/14/2015
WELLS FARGO ADVISORS, LLC (EAST WINDSOR NJ)
NJ
10/01/2012 - 04/30/2014
J.P. MORGAN SECURITIES LLC (MANASQUAN NJ)
NJ
05/11/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (MANAHAWKIN NJ)
NC
03/14/2007 - 05/13/2009
AXA DISTRIBUTORS, LLC (CHARLOTTE NC)
IL
01/04/2006 - 06/19/2006
B. C. ZIEGLER AND COMPANY (CHICAGO IL)
TN
08/03/2005 - 01/05/2006
ALLIANCEBERNSTEIN INVESTMENT RESEARCH AND MANAGEMENT, INC. (NASHVILLE TN)
NY
02/10/1999 - 07/26/2005
AQUILA DISTRIBUTORS, INC. (NEW YORK NY)
IA
Issued 08/05/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/03/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2000
Series 7 - General Securities Representative Examination
BC
Issued 01/26/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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