Unclaimed
John M Frymire is a financial advisor currently registered with Alexander Investment Services Co. based in Louisville, KY. John has been in the financial services industry since 1998. John is also a registered representative with FINRA. John is a Certified Financial Planner and has passed the Series 63, 65, 7, 24 and 31 exams. John is also currently registered in Florida, Indiana, Kentucky, Virginia, and West Virginia as an Investment Advisor Representative. John has previously been affiliated with Morgan Stanley and Morgan Stanley DW Inc. In addition to working with individual investors, John also provides financial planning services to pension and profit-sharing plans.
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.
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.
1
2
KY
10/06/2022 - Present
Alexander Investment Services Co. (LOUISVILLE KY)
KY
04/02/2007 - 05/11/2009
MORGAN STANLEY & CO. INCORPORATED (LOUISVILLE KY)
KY
08/05/1998 - 04/02/2007
MORGAN STANLEY DW INC. (LOUISVILLE KY)
IA
Issued 08/13/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/10/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/09/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 08/04/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure John Frymire is the right advisor for you? Invested Better is here to help.