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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 Baran is an Investment Advisor Representative at Wooster Corthell Wealth Management, Inc. Frederick has been in the industry since 2001 and holds the Series 65 license. Frederick has a focus on serving high-net-worth individuals, corporations, and charitable organizations. Frederick Baran is a Certified Financial Planner and provides financial planning, portfolio management for businesses and individuals as well as other investment-related services. Frederick Baran is registered with the state of Connecticut and Texas.
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.
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.
A percentage of the total value of assets under management is charged.
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CT
10/22/2021 - Present
Wooster Corthell Wealth Management, Inc. (GLASTONBURY CT)
IA
Issued 10/17/2016
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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