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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 Rousselin is a financial advisor with over 18 years of experience in the industry. Frederic is currently registered with Osaic Wealth, Inc. in Pennsylvania. Frederic is also registered with the following states: Colorado, Delaware, Kansas, Maryland, Nevada, New York, North Carolina, Pennsylvania, South Carolina, and Virginia. Previously, Frederic was a financial advisor with GROVE POINT INVESTMENTS, LLC in Port Matilda, PA from February 28, 2017 to May 3, 2024, and VALLEY FORGE ASSET MANAGEMENT CORP in KING OF PRUSSIA, PA from June 26, 2001 to July 5, 2007. Frederic has passed the Series 66, Series 63, Series 7 and SIE exams. Frederic provides financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.
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
PA
05/01/2024 - Present
Osaic Wealth, Inc. (PORT MATILDA PA)
PA
02/28/2017 - 05/03/2024
GROVE POINT INVESTMENTS, LLC (Port Matilda PA)
PA
06/26/2001 - 07/05/2007
VALLEY FORGE ASSET MANAGEMENT CORP. (KING OF PRUSSIA PA)
BC
Issued 05/03/2017
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 08/11/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/28/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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