John Fitzgerald, financial advisor Woburn MA

John Fitzgerald

CRD Number: 2673880
Current Firm: Usi Securities, Inc.

John Fitzgerald (CRD# 2673880) is an Investment Advisor Representative working at Usi Securities, Inc. in Woburn, MA and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Usi Securities, Inc. Glastonbury, CT Oct 2019 - Current 1
Usi Consulting Group, Inc. Glastonbury, CT Oct 2019 - Current 1
Active Job Search Dedham, MA Jan 2019 - Sep 2019 < 1
Jhfn Sii Boston, MA Dec 2010 - Dec 2018 8
John Hancock Funds LLC Boston, MA Oct 2007 - Dec 2018 11
John Hancock Distributors LLC Boston, MA Mar 1998 - Dec 2018 20
John Hancock Boston, MA Mar 1994 - Dec 2018 24
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1997
S66 NASAA Uniform Combined State Law Examination May 2020
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for John D. Fitzgerald
Phone Number: 860-652-3239
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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