Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Fredena? Claim Your ProfileFredena James is a registered representative and investment advisor representative with First Citizens Investor Services, Inc. Fredena has been in the financial services industry since March 10, 2009, and has been registered with First Citizens Investor Services, Inc. since October 31, 2018. Fredena has a Series 7, Series 66, Series 99TO and SIE licenses. Fredena is registered to provide investment advice in Alabama, Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Idaho, Indiana, Maine, Maryland, Massachusetts, Minnesota, Mississippi, Missouri, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, West Virginia, and Wisconsin. Fredena also owns Clarendon 76 Group LLC, a non-investment related company, which engages in real estate investing.
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.
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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NC
10/31/2018 - Present
First Citizens Investor Services, Inc. (RALEIGH NC)
SC
08/17/2015 - 02/22/2016
FIRST CITIZENS SECURITIES CORPORATION (COLUMBIA SC)
BOTH
Issued 10/30/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/09/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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