Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn William Conroy is a financial advisor with Fidelity Personal and Workplace Advisors. John has been in the financial services industry since October 1997 and has a wide range of experience in providing financial advice and services to individuals, families, and businesses. John is also a Registered Representative and has a Series 7, 55, 63, and 66 licenses.
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
NH
01/14/2022 - Present
Fidelity Personal AND Workplace Advisors (MERRIMACK NH)
MA
03/07/2018 - 12/31/2020
CITIZENS SECURITIES, INC. (NEWTONVILLE MA)
MA
05/15/2017 - 08/02/2017
MORGAN STANLEY (BOSTON MA)
MA
07/12/2012 - 12/31/2015
NORTHLAND SECURITIES, INC. (Boston MA)
MA
03/08/2004 - 04/20/2012
THINKEQUITY LLC (BOSTON MA)
NY
01/17/2000 - 03/02/2004
PRUDENTIAL EQUITY GROUP, LLC (NEW YORK NY)
CA
01/15/1997 - 01/17/2000
VOLPE BROWN WHELAN & COMPANY, LLC (SAN FRANCISCO CA)
NY
07/30/1994 - 01/01/1997
RBC DOMINION SECURITIES CORPORATION (NEW YORK NY)
OR
02/08/1994 - 02/15/1994
L & M SECURITIES COMPANY (PORTLAND OR)
BOTH
Issued 11/21/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/07/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/2007
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 02/07/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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