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Justin A. Guerra

Fidelity Personal AND Workplace Advisors

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About Justin A. Guerra

Justin Guerra is a financial advisor with Fidelity Personal and Workplace Advisors. Justin has been working in the financial industry since August 2005. Justin holds a Series 7, Series 31 and Series 66 license as well as the SIE exam. Justin also holds the Certified Financial Planner designation. In addition to Justin's work as a financial advisor, Justin is also an author, publishing poetry. Justin is registered as a financial advisor in 26 states. Justin has a large number of clients, with assets under management in the billions. Justin is a highly experienced and qualified financial advisor, providing financial planning, investment management, and educational seminars.

Firm Information

Justin Guerra is currently registered with Fidelity Personal AND Workplace Advisors. Fidelity Personal and Workplace Advisors is a large financial services firm with a long history in the industry. They provide a variety of investment and financial planning services to individual and institutional clients, including individuals, high-net-worth individuals, corporations, pension plans, charitable organizations, and state or municipal governments. They are known for their comprehensive investment options, low fees, and extensive resources. Fidelity Personal and Workplace Advisors manages over $818 billion in assets for a diverse client base.
Fidelity Personal AND Workplace Advisors

245 SUMMER STREET, V2A

BOSTON, MA 02210

$818.78B

Assets Under Management

13,624

Total Clients

14,642

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Justin Guerra’s Registration & Firm History

CA

07/13/2018 - Present

Fidelity Personal AND Workplace Advisors (MISSION VIEJO CA)

NY

07/28/2005 - 03/01/2006

MORGAN STANLEY DW INC. (PURCHASE NY)

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Licenses & Designations

BOTH

Issued 08/10/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/17/2005

Series 31 - Futures Managed Funds Examination

BC

Issued 07/27/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There is public disclosure for Justin A. Guerra. Review regulatory record here.
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