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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frederick? Claim Your ProfileFrederick Allner is an Investment Advisor Representative at Cerity Partners LLC. Frederick has been in the industry since 1987, with previous roles at Deutsche Bank Securities Inc., DB Alex. Brown LLC, and Alex. Brown & Sons Incorporated. Frederick holds a Series 7, Series 63 and Series 65. Frederick is registered with the state of Maryland and specializes in investment advice for individuals, businesses, investment companies, and pooled investment vehicles. Frederick's firm, Cerity Partners LLC, is headquartered in New York, NY and manages over $80 billion in assets for a variety of clients. The firm offers a range of services including financial planning, portfolio management, tax services, and bill pay.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Tax services; bill pay
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
MD
01/03/2023 - Present
Cerity Partners LLC (TOWSON MD)
NY
01/13/2001 - 11/29/2004
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
MD
09/01/1997 - 01/13/2001
DB ALEX. BROWN LLC (BALTIMORE MD)
NA
04/29/1987 - 09/01/1997
ALEX. BROWN & SONS INCORPORATED
IA
Issued 04/26/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/05/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/25/1987
Series 7 - General Securities Representative Examination
Active
Inactive
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