Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frederick? Claim Your ProfileFrederick Powell is a financial advisor with over 30 years of experience in the industry. He is currently registered with LPL Financial LLC and has a Series 7, Series 6, Series 24, and Series 63 license. Frederick is also a Certified Financial Planner and a Chartered Financial Consultant. Frederick offers a variety of financial services, including financial planning, portfolio management, and insurance sales.
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.
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2
AZ
07/02/2012 - Present
LPL Financial LLC (PHOENIX AZ)
PA
08/25/1993 - 01/06/1995
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
BC
Issued 09/01/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/27/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/1995
Series 7 - General Securities Representative Examination
BC
Issued 08/24/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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