Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Fraser is a registered representative with Fidelity Personal and Workplace Advisors, and has been in the industry for over 30 years. Timothy has been with Fidelity since September 2014 and is currently registered to provide investment advisory services in New Hampshire and Texas. Timothy also previously worked at Lincoln Financial Securities Corporation, Jefferson Pilot Securities Corporation, and Securities Management & Research, Inc. He holds a Series 6, 7, 63 and 66 license and has experience providing financial planning, portfolio management for businesses and individuals, and educational seminars.
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
UT
08/13/2018 - Present
Fidelity Personal AND Workplace Advisors (SALT LAKE CITY UT)
NH
12/22/2010 - 10/02/2014
SECURITIES MANAGEMENT & RESEARCH, INC. (BOW NH)
NH
07/14/2009 - 09/20/2010
LINCOLN FINANCIAL SECURITIES CORPORATION (CONCORD NH)
NH
03/26/2007 - 02/06/2009
LINCOLN FINANCIAL DISTRIBUTORS, INC. (CONCORD NH)
NH
01/01/1990 - 03/27/2007
JEFFERSON PILOT SECURITIES CORPORATION (CONCORD NH)
BOTH
Issued 01/26/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/03/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/1990
Series 7 - General Securities Representative Examination
BC
Issued 12/27/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Timothy Fraser is the right advisor for you? Invested Better is here to help.
