Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Fred? Claim Your ProfileFred Nero is a financial advisor with over 45 years of experience in the industry. Fred is currently registered with LPL Financial LLC in Naples, FL. Fred has a wide range of experience in the financial industry, having worked for Foresters Financial Services in Edison, NJ and Atlanta, GA, before joining LPL Financial. Fred has passed the Series 63, 65, 24, 26, 7, 6, 22, and SIE exams, and holds registrations in Florida and New York. Fred is committed to providing comprehensive financial planning services to individuals, families, and businesses.
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
FL
10/20/2020 - Present
LPL Financial LLC (NAPLES FL)
NJ
12/02/1974 - 06/28/2019
FORESTERS FINANCIAL SERVICES, INC. (EDISON NJ)
IA
Issued 03/03/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/28/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/21/2000
Series 24 - General Securities Principal Examination
BC
Issued 07/02/1981
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/01/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/1974
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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