Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Fred? Claim Your ProfileFred Itzkowitz is a financial advisor at Osaic Wealth, Inc. Fred has been in the financial industry since 1996. Fred is registered with the state of Virginia and holds the Series 6, Series 63, and SIE licenses. Fred has worked at several other firms including Securities America, Inc., Investors Security Company, Inc., Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company, and 1717 Capital Management Company. Fred specializes in working with individuals, high-net-worth individuals, corporations, and charitable organizations.
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.
A percentage of the total value of assets under management is charged.
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VA
06/14/2024 - Present
Osaic Wealth, Inc. (GLEN ALLEN VA)
VA
12/07/2012 - 06/14/2024
SECURITIES AMERICA, INC. (GLEN ALLEN VA)
VA
11/15/2005 - 12/07/2012
INVESTORS SECURITY COMPANY, INC. (RICHMOND VA)
IN
05/31/2002 - 11/30/2005
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
05/31/2002 - 11/30/2005
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
DE
08/16/1996 - 06/13/2002
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
BC
Issued 08/15/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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