Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frederick? Claim Your ProfileFrederick Miller is a financial advisor with over 35 years of experience in the industry. Frederick has a Series 6, 7, 22, 24, and 66 licenses and is also a Certified Financial Planner™ and a Chartered Financial Consultant™. Frederick has worked with Seia since 2004 and has also held positions at OSAIC WEALTH, INC., SIGNATOR INVESTORS, INC., and JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY. Frederick provides financial planning, portfolio management for individuals and businesses, and educational seminars to a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations. Frederick is passionate about 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.
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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2
CA
10/24/2006 - Present
Seia (LOS ANGELES CA)
CA
11/02/2018 - 08/23/2023
OSAIC WEALTH, INC. (PASADENA CA)
CA
09/11/1985 - 11/02/2018
SIGNATOR INVESTORS, INC. (PASADENA CA)
MA
09/11/1985 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
BOTH
Issued 01/12/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/12/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/1997
Series 7 - General Securities Representative Examination
BC
Issued 04/09/1986
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 09/10/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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