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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 Lamarca is a financial advisor at Cetera Investment Advisers LLC, a firm with over 6,600 investment advisor representatives and a total of over 104 billion dollars in regulatory assets under management. Fred has been in the financial services industry since 2000. He is a Certified Financial Planner and holds the Series 66, Series 7, and SIE licenses. In addition to his financial advisory role, Fred is also a CPA and has been involved in a number of other business ventures. He is a member of the Staten Island Chamber of Commerce and has been involved in a number of community organizations. Fred's advisory services include financial planning, pension consulting, educational seminars, and portfolio management for both individuals 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.
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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NY
03/31/2021 - Present
Cetera Investment Advisers LLC (STATEN ISLAND NY)
NY
08/21/2009 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (STATEN ISLAND NY)
NY
01/19/2000 - 09/01/2009
1ST GLOBAL CAPITAL CORP. (STATEN ISLAND NY)
BOTH
Issued 10/19/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/18/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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