Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frederick? Claim Your ProfileFrederick Halili Igarta is a financial advisor with over 25 years of experience in the industry. Frederick is currently registered with Raymond James Financial Services Advisors, Inc. and has previously been registered with several other firms including WM Financial Services, Inc., DIME SECURITIES, INC. and D. H. BLAIR & CO., INC. Frederick has a wide range of experience in the financial services industry and holds various licenses and certifications, including Series 63, Series 10, Series 9, SIE, and Series 7. Frederick specializes in financial planning, portfolio management, and pension consulting.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
NJ
07/08/2021 - Present
Raymond James Financial Services Advisors, Inc. (Middletown NJ)
CA
05/01/2002 - 01/15/2004
WM FINANCIAL SERVICES, INC. (IRVINE CA)
NY
04/17/2000 - 05/01/2002
DIME SECURITIES, INC. (BROOKLYN NY)
NY
06/03/1997 - 03/09/2000
DIME SECURITIES, INC. (BROOKLYN NY)
NY
12/05/1996 - 04/09/1997
D. H. BLAIR & CO., INC. (NEW YORK NY)
NJ
09/26/1996 - 10/29/1996
PARAGON CAPITAL CORPORATION (EAST HANOVER NJ)
BC
Issued 10/08/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/21/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/14/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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