Unclaimed
Fred Maxwell Quattlebaum is a financial advisor with Good Life Advisors, LLC. Fred has been in the financial services industry since 1984. Fred holds the Series 7, Series 63, and Series 65 securities licenses. Fred's professional experience includes previous roles at Wells Fargo Advisors, LLC, Citigroup Global Markets Inc., Legg Mason Wood Walker, Incorporated, and Prudential Securities Incorporated. Fred specializes in retirement planning, college savings, and estate planning. Good Life Advisors, LLC is a registered investment advisor that offers a wide range of financial 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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
Planning subscription fee
1
2
PA
05/09/2016 - Present
Good Life Advisors, LLC (READING PA)
SC
08/11/2008 - 05/10/2016
WELLS FARGO ADVISORS, LLC (COLUMBIA SC)
SC
02/21/2006 - 08/22/2008
CITIGROUP GLOBAL MARKETS INC. (COLUMBIA SC)
MD
05/26/2000 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NY
11/14/1989 - 06/02/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
08/25/1989 - 09/12/1989
PRUDENTIAL-BACHE SECURITIES INC.
NY
06/27/1986 - 08/25/1989
THOMSON MCKINNON SECURITIES INC. (NEW YORK NY)
NA
09/24/1984 - 07/11/1986
DEAN WITTER REYNOLDS INC.
IA
Issued 06/03/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/20/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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