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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 Trenton Davis is a financial advisor at Fidelity Personal And Workplace Advisors. John has been a registered representative since 1999 and has experience in the financial services industry since December 2013. John holds FINRA Series 7, 24, 63 and 66 licenses, and has been registered with the Securities and Exchange Commission (SEC) as an Investment Adviser Representative (IAR) since February 2022. John specializes in providing financial planning and portfolio management for individuals and businesses. John is also registered to offer advisory services in all 50 states.
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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CA
02/25/2022 - Present
Fidelity Personal AND Workplace Advisors (PLACERVILLE CA)
CA
03/31/2021 - 12/16/2021
MORGAN STANLEY (FOLSOM CA)
CA
08/29/2017 - 06/05/2020
MOTIF (RANCHO CORDOVA CA)
CA
01/04/2017 - 03/08/2017
LORING WARD SECURITIES INC. (Sacramento CA)
CA
06/26/2014 - 12/12/2016
MOTIF (RANCHO CORDOVA CA)
NJ
10/06/1999 - 10/26/2001
E*TRADE SECURITIES, INCORPORATED (JERSEY CITY NJ)
BOTH
Issued 01/12/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/05/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/26/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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