Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Freddy? Claim Your ProfileFreddy Lee Mcculloch is a financial advisor with over 15 years of experience in the financial services industry. Freddy has worked with Cetera Investment Advisers LLC since November 2020. Prior to that, Freddy worked at Synovus Securities, Inc. Freddy is registered in Georgia as a Registered Investment Advisor (IA) and Broker Dealer. Freddy provides financial planning, portfolio management and educational seminars to individuals, businesses and charitable organizations.
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.
1
2
GA
11/06/2020 - Present
Cetera Investment Advisers LLC (ATLANTA GA)
GA
05/23/2014 - 01/14/2020
SYNOVUS SECURITIES, INC. (ATLANTA GA)
GA
05/01/2012 - 05/14/2014
SUNTRUST INVESTMENT SERVICES, INC. (ATLANTA GA)
GA
03/07/2005 - 05/01/2012
WELLS FARGO ADVISORS, LLC (ATLANTA GA)
BOTH
Issued 9/9/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 4/8/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/15/2010
Series 7 - General Securities Representative Examination
BC
Issued 3/4/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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