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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 Charles Osmond is an investment advisor representative for Verity Asset Management. Frederick has been in the securities industry for over 30 years and has experience in both the brokerage and investment advisory fields. Frederick is registered as an investment advisor in California and Texas. In addition to his work as an investment advisor, Frederick is also an insurance agent.
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.
Strategic management for diversified investment portfolios.
Administrative services for advisors
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
09/20/2023 - Present
Verity Asset Management (COLFAX CA)
CA
01/14/2010 - 09/30/2011
LIGHTHOUSE CAPITAL CORPORATION (ROSEVILLE CA)
TX
04/22/2002 - 01/07/2010
VERITRUST FINANCIAL, LLC (AUSTIN TX)
CA
09/13/1989 - 04/22/2002
ARAGON FINANCIAL SERVICES, INC. (IRVINE CA)
NA
11/05/1987 - 10/12/1989
MONARCH SECURITIES, INC.
NA
04/29/1987 - 10/21/1987
WADDELL & REED, INC.
IA
Issued 09/08/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/05/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/23/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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