Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Fred? Claim Your ProfileFred David Abajelo is a financial advisor with LPL Financial LLC. Fred has been in the industry since 1986 and holds licenses in several states. He has a wide range of experience working with individuals, corporations, and institutions. Fred provides financial planning, investment management, and other advisory services to his clients. He is committed to helping his clients achieve their financial goals.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
09/27/2019 - Present
LPL Financial LLC (SAN JOSE CA)
CA
11/30/2010 - 09/27/2019
CETERA INVESTMENT SERVICES LLC (SAN JOSE CA)
CA
02/07/2001 - 12/01/2010
CUSO FINANCIAL SERVICES, L.P. (SUNNYVALE CA)
MA
07/14/2000 - 02/13/2001
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
MN
09/15/1999 - 04/20/2000
NORWEST INVESTMENT SERVICES, INC. (MINNEAPOLIS MN)
CA
10/04/1999 - 04/10/2000
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
CA
05/30/1992 - 05/06/1998
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
VA
06/03/1988 - 06/30/1992
GNA SECURITIES, INC. (GLEN ALLEN VA)
NA
11/05/1986 - 06/15/1988
BATEMAN EICHLER, HILL RICHARDS, INCORPORATED
NA
03/19/1985 - 11/26/1986
IDS MARKETING CORPORATION
NA
03/19/1985 - 11/25/1986
IDS FINANCIAL SERVICES INC.
IA
Issued 09/09/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/27/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/09/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 72 - Government Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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