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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 Stephen Sirianni is a financial advisor at D.A. Davidson & Co. located in Everett, WA. Fred has been in the industry for over 29 years and has a Series 7, 63, and 65 licenses. Before joining D.A. Davidson & Co. Fred was a financial advisor at UBS Financial Services Inc. and Piper Jaffray & Co. Fred Stephen Sirianni is registered to provide investment advice in 18 states, including Washington, Texas, California, Florida and more. Fred specializes in providing financial advice for individuals, businesses, and retirement planning.
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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2
WA
08/22/2008 - Present
D.a. Davidson & Co. (EVERETT WA)
WA
08/12/2006 - 09/08/2008
UBS FINANCIAL SERVICES INC. (EVERETT WA)
WA
07/21/1994 - 08/12/2006
PIPER JAFFRAY & CO. (EVERETT WA)
IA
Issued 08/03/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/27/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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