Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Fred? Claim Your ProfileFred J. Abbott is a financial advisor with over 28 years of experience in the industry. Fred J. Abbott is currently registered with LPL Financial LLC and is licensed in 24 states. Fred J. Abbott has a long history of working in the financial services industry, with previous roles at Securities America, Inc., Securities Service Network, LLC, Ameritas Investment Corp., Carillon Investments, Inc., MetLife Securities Inc., and Metropolitan Life Insurance Company. Fred J. Abbott has a strong track record of providing financial advice to individuals, families, and businesses. Fred J. Abbott is committed to helping 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
OH
10/07/2020 - Present
LPL Financial LLC (WESTERVILLE OH)
OH
09/18/2020 - 10/08/2020
SECURITIES AMERICA, INC. (Westerville OH)
OH
08/30/2016 - 09/18/2020
SECURITIES SERVICE NETWORK, LLC (Westerville OH)
OH
06/30/2006 - 09/23/2016
AMERITAS INVESTMENT CORP. (WESTERVILLE OH)
CT
07/11/2002 - 06/30/2006
CARILLON INVESTMENTS, INC. (GUILFORD CT)
MA
10/08/1992 - 07/17/2002
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
10/08/1992 - 07/17/2002
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 03/25/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/04/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/17/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/25/1999
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/02/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/25/1999
Series 7 - General Securities Representative Examination
BC
Issued 10/05/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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