Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Turner Frame II is a registered investment advisor representative with Fidelity Personal And Workplace Advisors in Covington, KY. John has been in the financial services industry since 1982. John is currently registered in 53 states and two other jurisdictions, as well as with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). John is a Series 6, 7, 63 and 66 licensed professional. John’s areas of expertise include financial planning, portfolio management for individuals and businesses, and educational seminars. John provides services to high-net-worth individuals, corporations and other businesses, pension and profit-sharing plans, 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.
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.
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
08/14/2023 - Present
Fidelity Personal AND Workplace Advisors (COVINGTON KY)
NA
06/04/1987 - 12/31/1987
VSR FINANCIAL SERVICES, INC.
NA
11/23/1985 - 03/06/1986
CREWS & ASSOCIATES, INC.
NA
06/21/1982 - 12/19/1985
LOWRY FINANCIAL SERVICES CORPORATION
BOTH
Issued 08/10/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/07/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/24/2022
Series 7TO - General Securities Representative Examination
BC
Issued 02/17/2022
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/1985
Series 7 - General Securities Representative Examination
BC
Issued 06/14/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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