Unclaimed
Frederick Charles Teufel is a financial professional with over 14 years of experience in the financial services industry. He is currently registered with Cohen & Steers Securities, LLC, Fnex Capital, LLC, Ryan Brokerage Services, LLC, Bids Trading LP, Investorlink Capital Markets, LLC, and Vigilant Distributors, LLC. Frederick has passed the Series 27, Series 99TO, and SIE exams.
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.
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.
1
2
NY
07/22/2024 - Present
Cohen & Steers Securities, LLC (NEW YORK NY)
FL
04/19/2021 - 05/02/2022
ALTSOURCED SOLUTIONS, LLC (LAKEWOOD RANCH FL)
PA
06/16/1997 - 09/08/2008
VANGUARD MARKETING CORPORATION (MALVERN PA)
BC
Issued 10/20/2020
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/04/2024
Series 99TO - Operations Professional Examination
BC
Issued 12/01/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Frederick Teufel is the right advisor for you? Invested Better is here to help.