Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frederick? Claim Your ProfileFrederick Charles Latcham is a financial advisor who has been working in the financial services industry since November 2013. Frederick is currently registered with Kestra Advisory Services, LLC and has been with the firm since March 2018. Frederick has previously been employed with NYLIFE SECURITIES LLC, Kestra Investment Services, LLC and NFP ADVISOR SERVICES. Frederick has a variety of licenses and registrations, including Series 6, 7, 24, 63 and 66. Frederick's areas of expertise include financial planning, portfolio management for individuals and businesses, and pension consulting. Frederick specializes in serving the needs of individuals, high-net-worth individuals, corporations or other businesses, charitable organizations, pension and profit-sharing plans and insurance companies.
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.
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
TX
09/04/2018 - Present
Kestra Advisory Services, LLC (AUSTIN TX)
TX
11/12/2013 - 01/02/2015
NYLIFE SECURITIES LLC (AUSTIN TX)
BOTH
Issued 08/20/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/05/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/29/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/2015
Series 7 - General Securities Representative Examination
BC
Issued 11/11/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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