Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Fred? Claim Your ProfileFred Drake is a financial advisor registered with Cambridge Investment Research Advisors, Inc. in Phoenix, Arizona. Fred has been in the industry since February 2021 and holds a Series 7TO, SIE and Series 66 license. Fred is a registered investment advisor representative and is licensed in Arizona. Fred is a registered investment advisor representative and is licensed in Arizona. Fred specializes in working with high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and individuals other than high-net-worth. Cambridge Investment Research Advisors, Inc. provides financial planning, pension consulting, educational seminars, market timing services, selection of other advisers, portfolio management for businesses and individuals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
AZ
05/06/2021 - Present
Cambridge Investment Research Advisors, Inc. (Phoenix AZ)
BOTH
Issued 04/29/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/03/2021
Series 7TO - General Securities Representative Examination
BC
Issued 08/06/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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