Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frederick? Claim Your ProfileFrederick Turner is a financial advisor who has been in the industry since 2003. He has worked with various firms including Fifth Third Securities, Inc. and First Citizens Investor Services, Inc. He is currently registered with LPL Financial LLC in Greensboro, NC. Frederick is a Certified Financial Planner and has a Series 7 and Series 66 licenses. He specializes in financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars.
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.
Guidance on pension options to ensure a secure financial future.
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.
Consulting and other non-discretionary advisory services
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.
1
2
NC
11/17/2023 - Present
LPL Financial LLC (GREENSBORO NC)
NC
10/13/2016 - 12/03/2021
FIFTH THIRD SECURITIES, INC. (GREENSBORO NC)
NC
10/11/2007 - 08/09/2016
FIRST CITIZENS INVESTOR SERVICES, INC. (GREENSBORO NC)
NC
08/27/2003 - 09/26/2007
BB&T INVESTMENT SERVICES, INC. (GREENSBORO NC)
BOTH
Issued 10/20/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Frederick Turner is the right advisor for you? Invested Better is here to help.
