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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 E Treff is an investment advisor representative with Cambridge Investment Research Advisors, Inc., located in Boca Raton, Florida. Frederick has been in the securities industry since November 3, 2010. Frederick has worked for Cambridge Investment Research, Inc. and ING Financial Partners, Inc.. Frederick is a registered representative in Florida. Frederick has passed the Series 63, Series 65, Series 7, and SIE exams. Frederick specializes in providing financial planning, pension consulting, educational seminars, market timing services, selection of other advisers, and portfolio management services. Frederick also works with charitable organizations, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, individuals other than high-net-worth, and state or municipal government entities.
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.
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.
Solicitation fees from 3rd party money managers
1
2
FL
03/05/2018 - Present
Cambridge Investment Research Advisors, Inc. (Boca Raton FL)
FL
11/01/2013 - 04/29/2016
CAMBRIDGE INVESTMENT RESEARCH, INC. (BOCA RATON FL)
FL
05/13/2009 - 11/06/2013
ING FINANCIAL PARTNERS, INC. (BOCA RATON FL)
FL
01/15/2009 - 04/30/2009
CHICAGO INVESTMENT GROUP, LLC (BOCA RATON FL)
BC
Issued 01/23/2009
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/16/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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