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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 Whitford is a financial advisor with Impact Partnership Wealth, LLC. He is registered with the state of Colorado and Florida as an Investment Advisor Representative. Frederick has been in the financial industry for over 20 years, working for multiple firms in various roles. Frederick has passed numerous securities exams including the Series 6, Series 7, Series 22, Series 63, Series 65 and Series 66 exams. Frederick is a dedicated financial advisor committed to providing financial planning, educational seminars, and investment management services. He specializes in helping individuals with retirement planning, investment management, and financial goals. Frederick has over 750 million dollars in assets under management. Frederick's experience and expertise can help clients make informed decisions about their financial future.
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.
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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FL
01/18/2024 - Present
Impact Partnership Wealth, LLC (Port Orange FL)
CA
03/07/2018 - 03/22/2018
EMERSON EQUITY LLC (SAN MATEO CA)
CA
11/07/2013 - 01/09/2017
EMERSON EQUITY LLC (ALISO VIEJO CA)
CA
01/09/2009 - 12/17/2010
EMERSON EQUITY LLC (SAN MATEO CA)
CA
11/30/2006 - 07/22/2008
ALLSTATE FINANCIAL SERVICES, LLC (MONTEREY CA)
MI
10/03/2005 - 11/27/2006
USA FINANCIAL SECURITIES CORPORATION (ADA MI)
CO
01/25/2005 - 03/17/2005
GENEOS WEALTH MANAGEMENT, INC. (ENGLEWOOD CO)
TX
10/31/2002 - 12/02/2004
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
TX
04/09/2002 - 08/27/2002
PRESIDENTIAL BROKERAGE, INC. (AUSTIN TX)
MA
08/23/2001 - 04/16/2002
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
08/23/2001 - 04/16/2002
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
MO
12/17/1999 - 08/10/2001
SUNSET FINANCIAL SERVICES, INC. (KANSAS CITY MO)
MO
08/25/1999 - 12/01/1999
BMA FINANCIAL SERVICES, INC. (KANSAS CITY MO)
MA
11/25/1998 - 09/07/1999
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
11/25/1998 - 09/07/1999
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
CA
09/22/1997 - 12/08/1998
SECURITY FIRST FINANCIAL, INC. (NEWPORT BEACH CA)
TX
10/02/1996 - 06/24/1997
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
GA
07/17/1996 - 10/04/1996
PFS INVESTMENTS INC. (DULUTH GA)
CA
11/29/1994 - 05/21/1996
SECURITY FIRST FINANCIAL, INC. (NEWPORT BEACH CA)
IA
Issued 08/02/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/29/2013
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 05/06/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/22/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/2016
Series 7 - General Securities Representative Examination
BC
Issued 11/05/2013
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 11/14/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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