Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Fredda? Claim Your ProfileFredda Elzweig is a financial advisor with over 25 years of experience in the industry. Fredda is a registered representative with Private Client Services, LLC, and has been with the firm since 2010. She is also a registered investment advisor representative in New York. Fredda has experience working with a wide range of clients, including high-net-worth individuals, corporations, and pension and profit-sharing plans. She specializes in providing financial planning, portfolio management, and investment advisory services. Fredda is committed to providing her clients with personalized financial advice and helping them achieve their financial goals.
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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NY
03/18/2021 - Present
Private Client Services, LLC (NEW YORK NY)
NY
10/23/2003 - 12/31/2009
WOODBURY FINANCIAL SERVICES, INC. (NEW YORK NY)
DE
08/25/1995 - 10/30/2003
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
BC
Issued 05/14/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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