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Frederick J Porzelt

Northern Trust Securities, Inc.

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About Frederick J Porzelt

Frederick J. Porzelt is a registered representative with Northern Trust Securities, Inc., with over 20 years of experience in the financial services industry. His experience includes working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Frederick has a broad range of specializations, including investment management, financial planning, and selection of other advisors. Frederick is committed to providing his clients with personalized financial advice and guidance.

Firm Information

Frederick Porzelt is currently registered with Northern Trust Securities, Inc.. Northern Trust Securities, Inc. is a corporation headquartered in Chicago, IL, formed in 1979. The firm provides portfolio management services for individuals, businesses, and pooled investment vehicles. They also offer selection of other advisers. Northern Trust Securities, Inc. is registered with the SEC and in 53 states. They manage approximately $1,026,259,255 in regulatory assets.
Northern Trust Securities, Inc.

333 S. WABASH AVENUE

CHICAGO, IL 60604

$1.03B

Assets Under Management

2,110

Total Clients

282

Total Financial Advisors

Services Offered

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Frederick Porzelt’s Registration & Firm History

IL

12/08/2012 - Present

Northern Trust Securities, Inc. (CHICAGO IL)

IL

06/23/2008 - 06/16/2011

KNIGHT CAPITAL AMERICAS, L.P. (CHICAGO IL)

IL

01/05/2005 - 10/13/2008

LAMBRIGHT FINANCIAL SOLUTIONS, LLC (CHICAGO IL)

NY

04/08/2003 - 10/19/2004

BNY BROKERAGE INC. (NEW YORK NY)

CT

04/10/2001 - 06/16/2003

CAPITAL RESOURCE FINANCIAL SERVICES, L.L.C. (DARIEN CT)

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Licenses & Designations

BC

Issued 07/24/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/02/2005

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/09/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Frederick J Porzelt.
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