Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Juan? Claim Your ProfileJuan van schalkwyk is an investment advisor representative at Fidelity Personal And Workplace Advisors. Juan has been in the securities industry since October 8, 2023. Juan is registered with the state of North Carolina and Texas. Fidelity Personal And Workplace Advisors is a registered investment advisor with offices in Boston, MA and other locations.
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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NC
10/14/2024 - Present
Fidelity Personal AND Workplace Advisors (MONCURE NC)
BC
Issued 10/23/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/09/2023
Series 7TO - General Securities Representative Examination
BC
Issued 08/25/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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