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John Martin Fenton is a financial advisor with over 25 years of experience in the industry. John Fenton is a Certified Financial Planner (CFP) who specializes in providing financial planning, portfolio management, and investment advisory services to individuals and families, businesses, charitable organizations, and pension and profit sharing plans. John Fenton is currently registered with Flagship Harbor Advisors, LLC in Massachusetts and has been with them since 2010. Prior to that, John Fenton was associated with Ameriprise Financial Services, Inc. and IDS Life Insurance Company. John Fenton is also a registered representative and holds the Series 7, Series 63, and Series 65 licenses, as well as the SIE exam. John Fenton provides his services through Flagship Harbor Advisors, an independent investment advisor firm.
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.
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
MA
12/22/2010 - Present
Flagship Harbor Advisors, LLC (FRANKLIN MA)
MA
08/16/1996 - 12/20/2010
AMERIPRISE FINANCIAL SERVICES, INC. (FRANKLIN MA)
MN
08/16/1996 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 01/23/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/19/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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