Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frederick? Claim Your ProfileFrederick Durand Provoncha is a financial advisor with Fidelity Personal And Workplace Advisors. Frederick has been in the financial services industry since December 2006. He is licensed in 53 states and the District of Columbia and holds the Series 6, 7, 63, and 66 licenses as well as the SIE. Frederick specializes in retirement planning, college savings, and estate planning. Frederick has a strong commitment to providing clients with personalized financial advice and helping them 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
UT
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (SALT LAKE CITY UT)
UT
05/13/2009 - 03/10/2011
E*TRADE SECURITIES LLC (SANDY UT)
UT
01/01/2008 - 02/13/2009
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
UT
08/31/2006 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SALT LAKE CITY UT)
BOTH
Issued 02/25/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/12/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/2009
Series 7 - General Securities Representative Examination
BC
Issued 08/30/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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