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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 Amberg is an investment advisor representative with Alera Investment Advisors, LLC. Frederic has over 20 years of experience in the financial services industry and holds the Series 6, 7, and 66 licenses. Frederic has experience with investment advisory services for individuals, businesses, and pooled investment vehicles. Frederic has previously been employed by LPL Financial LLC, Morgan Stanley Smith Barney, and McDonald Investments Inc. Frederic's other business includes partnerships in Fraser Group LLC and Villa Del La Amber Sky.
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
IL
08/12/2024 - Present
Alera Investment Advisors, LLC (DEERFIELD IL)
AZ
01/02/2019 - 06/03/2022
TRIAD ADVISORS LLC (Scottsdale AZ)
AZ
08/26/2011 - 12/31/2018
LPL FINANCIAL LLC (SCOTTSDALE AZ)
AZ
06/01/2009 - 09/07/2011
MORGAN STANLEY SMITH BARNEY (PHOENIX AZ)
AZ
12/18/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (PHOENIX AZ)
AZ
02/16/2001 - 01/12/2007
MCDONALD INVESTMENTS INC. (PHOENIX AZ)
MN
03/23/2000 - 03/01/2001
U.S. BANCORP PIPER JAFFRAY INC. (MINNEAPOLIS MN)
TX
02/17/1999 - 01/05/2000
AMERICAN GENERAL FINANCIAL ADVISORS, INC. (HOUSTON TX)
TX
11/02/1998 - 01/05/2000
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
BOTH
Issued 02/25/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/19/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/27/2000
Series 7 - General Securities Representative Examination
BC
Issued 10/31/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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