Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amadeus? Claim Your ProfileAmadeus John Frega is an investment advisor representative associated with Edelman Financial Engines. Amadeus has been in the financial services industry for over 12 years. Amadeus has the Series 66 and Series 7 securities licenses. Amadeus is registered in Washington and Texas. Previous to joining Edelman Financial Engines, Amadeus was employed by E*TRADE SECURITIES LLC, TD AMERITRADE, INC., PNC INVESTMENTS, and VOYA FINANCIAL ADVISORS, INC.
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.
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.
Set-up fees & related svcs; reimbursements for printed materials
1
2
WA
06/27/2023 - Present
Edelman Financial Engines (LYNWOOD WA)
OR
07/11/2018 - 04/04/2023
E*TRADE SECURITIES LLC (Portland OR)
OR
01/13/2017 - 07/06/2018
TD AMERITRADE, INC. (PORTLAND OR)
PA
04/24/2015 - 02/29/2016
PNC INVESTMENTS (WILKES BARRE PA)
PA
06/02/2011 - 04/17/2015
VOYA FINANCIAL ADVISORS, INC. (PHILADELPHIA PA)
BOTH
Issued 06/27/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2011
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Amadeus Frega is the right advisor for you? Invested Better is here to help.
