Unclaimed
Christian Frederiksen is a financial advisor with Avantax Advisory Services. Christian has been working in the financial industry since 1998. He has a Series 66, Series 7, and SIE license. Christian Frederiksen specializes in financial planning, pension consulting, and portfolio management. He works with high-net-worth individuals, corporations, and pension and profit-sharing plans. Christian Frederiksen is also the President/Owner of FREDERIKSEN AND COMPANY, a consulting firm, and a Shareholder/Officer of FREDERIKSEN-CRAWFORD CPAS INC., a CPA firm.
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
TX
01/27/2025 - Present
Avantax Advisory Services (Dallas TX)
CA
07/28/1998 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (CORTE MADERA CA)
BOTH
Issued 08/12/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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