Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frederick? Claim Your ProfileFrederick Gerard Zepeda is a financial advisor who has been in the industry since 2013 and is currently registered with MML Investors Services, LLC. Frederick holds the Series 6, Series 63 and SIE licenses. Frederick has provided financial advice to a diverse range of clients including high-net-worth individuals, pension and profit-sharing plans, corporations and other businesses, and individuals. Frederick specializes in portfolio management for both businesses and individuals, as well as financial planning and pension consulting. He is also known for providing educational seminars to clients.
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.
Asset allocation programs
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.
Solicitors fees
1
2
CA
04/05/2013 - Present
MML Investors Services, LLC (LA JOLLA CA)
BC
Issued 05/13/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Frederick Zepeda is the right advisor for you? Invested Better is here to help.
