Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Fraser? Claim Your ProfileFraser Macpherson Horn is a financial advisor with over 30 years of experience in the industry. Fraser has been registered with Berthel, Fisher & Co. Financial Services, Inc. since 2003 and with BFC Planning, Inc. since 2016. Fraser specializes in providing financial advice to individuals, high-net-worth individuals, and corporations. Fraser offers a range of services, including financial planning, portfolio management, and selection of other advisors. Fraser holds a Series 63, Series 65, and Series 24 license.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CO
01/04/2006 - Present
Berthel, Fisher & Co. Financial Services, Inc. (EDWARDS CO)
NY
12/01/2005 - 12/19/2005
AXA ADVISORS, LLC (NEW YORK NY)
IA
03/31/2003 - 11/30/2005
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (CEDAR RAPIDS IA)
OH
03/16/1993 - 03/31/2003
CONTINENTAL CAPITAL INVESTMENT SERVICES, INC. (BRYAN OH)
CA
08/06/1987 - 03/15/1993
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
NA
07/25/1986 - 08/20/1987
WAGNER, STOTT & CO.
NA
10/23/1986 - 07/23/1987
FORTUNE & COMPANY
IA
Issued 07/22/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/18/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/29/1986
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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