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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frederic? Claim Your ProfileFrederic Han is a financial advisor based in Henderson, Nevada. Frederic is currently registered with Confidence Wealth Management, LLC in Nevada and Colorado. Frederic holds a Series 7, Series 66, Series 24, and SIE. Frederic has been a Registered Representative and Investment Advisor Representative in the financial services industry since 2007. Before joining Confidence Wealth Management, LLC, Frederic was employed by Empower Financial Services, Inc., Edward Jones, and Personal Capital Advisors. Frederic provides financial planning, pension consulting, and portfolio management services.
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.
Helps you choose top advisors aligned with your financial goals.
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
NV
09/04/2024 - Present
Confidence Wealth Management, LLC (HENDERSON NV)
CO
08/09/2023 - 03/05/2024
EMPOWER FINANCIAL SERVICES, INC. (Superior CO)
CO
08/08/2012 - 11/27/2013
EDWARD JONES (BOULDER CO)
CO
10/26/2007 - 02/26/2010
EDWARD JONES (BOULDER CO)
BOTH
Issued 08/24/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/12/2023
Series 24 - General Securities Principal Examination
BC
Issued 08/09/2023
Series 7TO - General Securities Representative Examination
BC
Issued 06/27/2023
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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