Unclaimed
Frederic Robert Barthelemy is a financial advisor with Amundi Distributor US, Inc.. Frederic is licensed to provide investment advice in 53 states, the District of Columbia, Puerto Rico and the Virgin Islands. Frederic has passed the Series 63, Series 24, Series 7TO and SIE exams. Frederic joined Amundi Distributor US, Inc. on 08/16/2021.
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.
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.
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2
MA
04/27/2022 - Present
Amundi Distributor US, Inc. (BOSTON MA)
BC
Issued 03/20/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/13/2023
Series 24 - General Securities Principal Examination
BC
Issued 04/27/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/05/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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