Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Steven Frost is an investment advisor representative with Avantax Advisory Services. John has been in the securities industry since January 1993. John holds licenses in Colorado, Delaware, Florida, Massachusetts, New Jersey, Pennsylvania, Utah and Virginia. John's firm offers financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals and businesses.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
PA
11/16/2000 - Present
Avantax Advisory Services (Blue Bell PA)
GA
05/19/1994 - 11/15/1996
PENN CENTER INVESTMENTS, INC. (ATLANTA GA)
TX
02/01/1993 - 05/19/1994
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
BOTH
Issued 09/22/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/28/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/1995
Series 7 - General Securities Representative Examination
BC
Issued 12/30/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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