Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erich? Claim Your ProfileErich Fradenburg is an Investment Advisor Representative at CW Advisors, LLC, a firm based in Boston, Massachusetts. Erich is a highly experienced advisor with a comprehensive background in the financial services industry. Erich has held previous positions at Merrill Lynch, Pierce, Fenner & Smith Incorporated, FNEX Capital, LLC, and AMUNDI PIONEER DISTRIBUTOR, INC. Erich holds several industry credentials, including the Series 7, Series 6, Series 63, and Series 66 licenses. Erich has expertise in providing financial planning, portfolio management, and selection of other advisors. Erich focuses on providing financial guidance to high-net-worth individuals, charitable organizations, and corporations or other businesses.
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.
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
MA
01/03/2022 - Present
CW Advisors, LLC (BOSTON MA)
IN
11/04/2020 - 12/15/2021
FNEX CAPITAL, LLC (INDIANAPOLIS IN)
MA
06/14/2018 - 02/12/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SHARON MA)
MA
08/23/2010 - 05/25/2018
AMUNDI PIONEER DISTRIBUTOR, INC. (BOSTON MA)
BOTH
Issued 10/13/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/06/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/16/2022
Series 7TO - General Securities Representative Examination
BC
Issued 12/16/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2010
Series 7 - General Securities Representative Examination
BC
Issued 08/20/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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