Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Fraser? Claim Your ProfileFraser Allport is an investment advisor representative. Fraser has over 30 years of experience in the financial services industry. Fraser is currently registered with Coppell Advisory Solutions LLC. Prior to that, Fraser was affiliated with Jefferson Pilot Securities Corporation, Polaris Financial Services, Inc., American Capital Corporation, First Investors Corporation, QA3 Financial Corp., and Freedom Financial, Inc. Fraser holds the Series 6, 7, 24, 63, and 65 securities licenses. Fraser is a Managing Member of The Total Advisor, LLC, where Fraser conducts sales and service of Fixed and Index Annuities and Insurance Products.
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.
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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FL
02/06/2018 - Present
Coppell Advisory Solutions LLC (Daytona Bach Shores FL)
NE
11/03/2004 - 07/21/2005
QA3 FINANCIAL CORP. (OMAHA NE)
NE
02/08/2001 - 04/01/2004
FREEDOM FINANCIAL, INC. (OMAHA NE)
IN
07/08/2000 - 02/22/2001
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
NH
02/28/1994 - 07/08/2000
POLARIS FINANCIAL SERVICES, INC. (CONCORD NH)
PA
02/27/1992 - 01/28/1994
AMERICAN CAPITAL CORPORATION (VALLEY FORGE PA)
NJ
02/23/1984 - 05/07/1991
FIRST INVESTORS CORPORATION (EDISON NJ)
IA
Issued 08/30/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/06/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/23/1998
Series 24 - General Securities Principal Examination
BC
Issued 09/22/1998
Series 7 - General Securities Representative Examination
BC
Issued 02/22/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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