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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 Rich is a financial advisor with Eagle Strategies LLC in FRANKLIN, TN. Frederick has been in the financial industry since 2005 and has a strong track record of success in helping clients achieve their financial goals. Frederick is a registered representative of Eagle Strategies LLC and has been a registered investment advisor since 2020. Frederick has a deep understanding of the financial markets and a commitment to providing personalized financial advice. Frederick is dedicated to helping clients make informed decisions about their investments and financial future.
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.
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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TN
04/03/2020 - Present
Eagle Strategies LLC (FRANKLIN TN)
CA
05/29/2007 - 09/25/2009
CITIGROUP GLOBAL MARKETS INC. (FRESNO CA)
CA
06/28/2006 - 05/29/2007
CITICORP INVESTMENT SERVICES (FRESNO CA)
NY
07/26/2005 - 05/24/2006
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 10/1/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/24/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 7/25/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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