Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frederick? Claim Your ProfileFrederick Feliciano is an investment advisor representative who has been in the industry since 1994. Frederick is currently registered with Western International Securities, Inc. Frederick previously worked with Financial West Group, a firm that is currently inactive. Frederick has a Series 7 and Series 63 license and is registered with the state of California. Frederick also holds the SIE exam. Frederick provides financial planning services to individuals, corporations, and charitable organizations. Frederick also works as a notary public.
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.
A percentage of the total value of assets under management is charged.
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CA
07/19/2023 - Present
Western International Securities, Inc. (Glendale CA)
CA
03/06/1995 - 08/21/2017
FINANCIAL WEST GROUP (GLENDALE CA)
NE
05/06/1994 - 11/02/1994
SECURITIES AMERICA, INC. (LAVISTA NE)
BC
Issued 04/15/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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