Financial Advisor Fred Paige

Fred Paige

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Independent Financial Advisor

About Fred



INTRODUCTION

Fred Paige is a financial advisor who has been serving clients in the financial industry throughout Kentucky and Indiana since 1983. Fred is also President of Life Stage Wealth Advisors, where he commits to his clients that he will join them in their journey of reaching their financial goals. Over the years, Fred has experienced various market conditions and seen clients face numerous challenges. Through these events, he has learned how to help clients navigate through a myriad of obstacles to prepare and protect them and their families for the future. Fred offers his clients investment management and risk management services.

HISTORY

Born and raised in Louisville, Fred graduated from St. Xavier High School, where he played on the State Champion Football teams in ’74 and ’75. Fred earned his Bachelor of Science Degree in Business Administration from the University of Louisville in 1983 and began working as a financial consultant with American Express immediately upon graduation.

Fred has held executive positions with some of the biggest names in securities and banking, including JP Morgan Chase, PNC and National City Bank. After working with American Express for a couple of years, Fred accepted a position with Liberty National Bank & Trust Company (now JP Morgan Chase) as Vice President and Retirement Plan Division Manager. In 1993, Fred transitioned to National City Investments (now PNC Investments), where he rose through the ranks to become Senior Vice President and Regional Director of Investments. In 2013, Fred was recruited by JP Morgan Chase, where he worked as Market Director of JP Morgan Chase Investments.

In 2015, Fred came on board with independent broker-dealer Money Concepts.  As an independent advisor, Fred has thousands of nonproprietary financial products and services available to him so that he has the freedom to deliver a customized financial strategy to each of his clients that best fits their specific situation.

Fred believes in the importance of developing and maintaining a holistic, hands-on relationship with his clients where the lines of communication are always open. Fred builds this relationship on a foundation of carefully listening to each client so he knows how best to serve them.

Because he believes that the more he knows, the more he has to offer his clients, Fred has sought Continuing Education opportunities from institutions including Wharton School of Business, Denver College of Financial Planning, Securities Institute Association, Cannon Trust School and Universal Pensions, Inc. Fred has also earned numerous licenses which gives him a knowledge base that is invaluable in helping his clients to meet their financial goals.

LICENSES HELD

  • Investment Company Products/Variable Contracts Representative Examination Series 6
  • General Securities Representative Examination Series 7
  • Direct Participation Programs Representative Examination Series 22
  • Municipal Securities Representative Examination Series 52
  • Corporate Securities Limited Representative Examination Series 62
  • Uniform Securities Agent State Law Examination Series 63
  • Uniform Investment Adviser Law Examination Series 65
  • Registered Options Principal Examination Series 4
  • General Securities Principal Examination Series 24
  • Municipal Fund Securities Principal Examination Series 51
  • Municipal Securities Principal Examination Series 53
  • Securities Licensed in KY, IN
  • Variable Life licensed in KY

ACTIVITIES AND INTERESTS

Fred lives on his horse farm in Taylorsville, Kentucky with his wife Denise. Fred and Denise have two grown children, Alex and Angela, and one grandson, Andrew. In his spare time, Fred enjoys all types of outdoor activities, including backpacking and camping. 


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Important Investing Information: Not all investments and services mentioned are available in all states. Money Concepts registered representatives are restricted to conduct business only with residents of a state and/or jurisdiction for which they are properly registered. When investing from outside of the United States, you are subject to the securities and tax regulations governing your jurisdiction. Contact us directly for detailed information about investment regulations outside of the United States. Registered Representatives State License Disclosure

Fred Paige is an independent contractor of Money Concepts

note: Life Stage Wealth Advisors is an independent firm and not affiliated with Money Concepts

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