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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Fred? Claim Your ProfileFred Lassar is a financial advisor currently registered with Fidelity Personal And Workplace Advisors. Fred is an active advisor, holding both Series 63 and Series 65 licenses. Fred has been in the industry since 1995. Prior to joining Fidelity Personal And Workplace Advisors, Fred was registered with J.P. Morgan Securities LLC, CUSO Financial Services, L.P., Invesco Distributors, Inc., and Charles Schwab & Co., Inc. Fred is registered in 53 states and the District of Columbia. Fred's firm, Fidelity Personal And Workplace Advisors, is a large financial advisory firm based in Boston, Massachusetts. The firm manages over $818 billion in assets.
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.
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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2
CO
01/19/2022 - Present
Fidelity Personal AND Workplace Advisors (GREENWOOD VILLAGE CO)
CO
08/10/2020 - 12/03/2021
J.P. MORGAN SECURITIES LLC (HIGHLANDS RANCH CO)
CO
08/20/2019 - 07/08/2020
CUSO FINANCIAL SERVICES, L.P. (Colorado Springs CO)
TX
08/11/2003 - 06/03/2019
INVESCO DISTRIBUTORS, INC. (HOUSTON TX)
TX
01/10/2001 - 07/09/2003
INVESCO DISTRIBUTORS, INC. (HOUSTON TX)
TX
03/23/2000 - 03/29/2001
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
CO
12/23/1992 - 07/30/1998
JANUS DISTRIBUTORS, INC. (DENVER CO)
IA
Issued 06/30/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/11/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/22/1993
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/1997
Series 7 - General Securities Representative Examination
BC
Issued 07/16/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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