Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Shorter is a registered representative with Frost Investment Services, located in San Antonio, TX. He is a veteran of the financial industry with over 10 years of experience. Prior to joining Frost Investment Services, John worked at Park Avenue Securities LLC and UBS Financial Services Inc. John holds the Series 66, Series 7 and SIE licenses. He specializes in working with individuals, corporations, and charitable organizations.
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.
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.
A percentage of the total value of assets under management is charged.
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TX
01/28/2022 - Present
Frost Investment Services (SAN ANTONIO TX)
TX
01/22/2016 - 09/26/2017
PARK AVENUE SECURITIES LLC (AUSTIN TX)
TX
05/17/2013 - 01/13/2016
UBS FINANCIAL SERVICES INC. (AUSTIN TX)
BOTH
Issued 06/12/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/26/2017
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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