Unclaimed
Frederick James Minges is an investment advisor representative at Alesco Advisors LLC. Frederick has been with Alesco Advisors since November 2009. He has a Series 63 and Series 65 license and experience in the industry dating back to 1996. Frederick has worked for several firms over the years including SEI Financial Services Company, Constellation Investment Distribution Company Inc., and Federated Securities Corp. Frederick is registered with the state of New York and Texas as an investment advisor representative.
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.
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.
Financial planning services
1
2
NY
01/22/2016 - Present
Alesco Advisors LLC (PITTSFORD NY)
NY
02/18/2009 - 12/09/2009
FEDERATED SECURITIES CORP. (ROCHESTER NY)
PA
02/26/1997 - 12/31/2005
CONSTELLATION INVESTMENT DISTRIBUTION COMPANY INC. (JENKINTOWN PA)
PA
10/01/1996 - 02/28/1997
SEI FINANCIAL SERVICES COMPANY (OAKS PA)
IA
Issued 09/15/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/26/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/12/1999
Series 39 - Direct Participation Programs Principal Examination
BC
Issued 07/27/1999
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 09/30/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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