Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frederica? Claim Your ProfileFrederica See is a financial advisor with over 25 years of experience in the industry. Frederica is currently registered with LPL Financial LLC in Waltham, Massachusetts. Frederica has also held positions at WS Griffith Securities, Inc. and Bay Financial Advisors, Inc. Frederica specializes in providing a wide range of financial services including fixed annuities, health and disability insurance, long-term care, and fixed life insurance. Frederica is dedicated to helping clients achieve their financial goals. Frederica is a registered representative and investment advisor representative.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MA
01/12/2006 - Present
LPL Financial LLC (WALTHAM MA)
CT
11/24/1998 - 06/01/2004
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
BC
Issued 11/23/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/2001
Series 7 - General Securities Representative Examination
BC
Issued 11/19/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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