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Francis Frederico

Pine Valley Investments

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About Francis Frederico

Francis Frederico is a financial advisor at Pine Valley Investments, located in Marlton, New Jersey. Francis has been working in the financial services industry since 2008 and has a wide range of experience, including working with high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Francis is also a registered investment advisor representative (IAR) in Pennsylvania.

Firm Information

Francis Frederico is currently registered with Pine Valley Investments. Pine Valley Investments is an investment advisor based in Marlton, NJ. The firm manages $1.74 billion in assets for a range of clients, including high-net-worth individuals, charitable organizations, pension plans, and pooled investment vehicles. The firm specializes in providing financial planning, portfolio management, and selection of other advisors. Pine Valley Investments is registered with the SEC.
Pine Valley Investments

10 E. STOW RD.

MARLTON, NJ 08053

$1.74B

Assets Under Management

20

Total Clients

26

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Francis Frederico’s Registration & Firm History

NJ

03/05/2019 - Present

Pine Valley Investments (MARLTON NJ)

PA

03/25/2017 - 01/11/2018

MML INVESTORS SERVICES, LLC (NEWTOWN SQUARE PA)

PA

02/06/2015 - 03/25/2017

MSI FINANCIAL SERVICES, INC. (NEWTOWN SQUARE PA)

PA

04/25/2008 - 02/10/2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BALA CYNWYD PA)

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Licenses & Designations

BOTH

Issued 05/22/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/11/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/24/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Francis Frederico.
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