Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frederick? Claim Your ProfileFrederick Deneen Sanchez is a financial advisor with over 40 years of experience in the industry. Frederick is currently registered with LPL Financial LLC and has been with them since 2009. Prior to that, Frederick was with Crown Capital Securities, L.P. and Mutual Service Corporation. Frederick specializes in working with individuals, corporations, pension and profit-sharing plans, and charitable organizations. Frederick is also a Certified Financial Planner. Frederick is registered in several states, including California, Arizona, Colorado, Florida, Georgia, Hawaii, Idaho, Montana, Nevada, Oregon, South Dakota, Texas, Utah, Virginia, Washington and Wisconsin.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
08/14/2024 - Present
LPL Financial LLC (LAGUNA HILLS CA)
CA
07/30/2014 - 08/19/2024
CROWN CAPITAL SECURITIES, L.P. (LAGUNA HILLS CA)
CA
09/08/2009 - 08/20/2014
LPL FINANCIAL LLC (LAGUNA HILLS CA)
CA
03/31/1999 - 09/08/2009
MUTUAL SERVICE CORPORATION (LAGUNA HILLS CA)
CA
11/10/1988 - 03/31/1999
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
NA
04/19/1983 - 12/05/1988
DIVERSIFIED SECURITIES, INCORPORATED
BC
Issued 03/15/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/05/1989
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Frederick Sanchez is the right advisor for you? Invested Better is here to help.
