Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon Ryan Qualls is a financial advisor at Fidelity Personal and Workplace Advisors. Jon has been in the financial services industry for over 10 years and holds the Series 66, Series 7, and SIE licenses. Jon is registered in 52 states, including Kentucky and Texas, where Jon is also registered as an investment advisor representative. Jon offers financial planning, portfolio management, and educational seminars to a variety of clients, including individuals, corporations, and charitable organizations. Jon is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals.
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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KY
09/20/2019 - Present
Fidelity Personal AND Workplace Advisors (COVINGTON KY)
KY
06/21/2018 - 05/31/2019
EDWARD JONES (Ft Thomas KY)
BOTH
Issued 07/13/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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