Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Frakes is a financial advisor with Fidelity Personal And Workplace Advisors. Brian is a registered representative in Kentucky and Texas and is also a registered investment advisor in both states. Brian has been in the financial services industry since June 2013. He has passed the Series 63, Series 66, Series 7, and SIE exams. Fidelity Personal And Workplace Advisors is a large firm with offices in Boston, MA. Fidelity has over 7,900 licensed agents, over 14,500 investment advisor representatives, and over 15,000 registered representatives. Fidelity's main office is in Boston, MA. Brian works at the branch office in Covington, KY.
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
KY
11/28/2022 - Present
Fidelity Personal AND Workplace Advisors (COVINGTON KY)
BOTH
Issued 11/17/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/12/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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