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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 Sherman is a financial advisor with Cetera Investment Advisers LLC. He has been in the industry since 2000. Frederick is registered with the state of Minnesota and is a Certified Financial Planner and Chartered Financial Consultant. He has experience in providing financial planning, portfolio management, and risk management services to individuals, businesses, and charitable organizations. Frederick is committed to helping clients achieve their financial goals.
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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MN
06/29/2023 - Present
Cetera Investment Advisers LLC (MINNETONKA MN)
MN
11/28/2014 - 02/02/2018
ALLSTATE FINANCIAL SERVICES, LLC (Maple Plain MN)
AZ
09/06/2002 - 09/30/2003
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
CA
10/14/1983 - 09/22/2000
TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)
IA
Issued 10/8/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/27/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 8/16/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 2/2/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/28/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 7/21/1984
Series 7 - General Securities Representative Examination
BC
Issued 11/4/1983
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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