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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 John Bohlander is a financial advisor with Sandbox Financial Partners, LLC in Lakewood, Florida. Frederick has been a registered investment advisor for over 30 years and has worked with clients in a variety of roles at various financial institutions. Frederick has earned the Series 6, 7, 24, 31, and 63 licenses. Frederick provides financial planning and portfolio management for individuals and businesses, and has a strong understanding of the complexities of various investments. Frederick's experience in the financial services industry is extensive, with a focus on providing comprehensive financial advice to clients who are looking to manage their investments.
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.
Helps you choose top advisors aligned with your financial goals.
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.
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2
FL
01/01/2025 - Present
Sandbox Financial Partners, LLC (LAKEWOOD FL)
MD
12/11/2013 - 09/17/2018
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (BETHESDA MD)
MD
04/15/1999 - 12/12/2013
RAYMOND JAMES FINANCIAL SERVICES, INC. (BETHESDA MD)
NA
12/07/1993 - 04/07/1999
RAYMOND JAMES FINANCIAL SERVICES, INC.
MN
02/20/1991 - 12/07/1993
MIMLIC SALES CORPORATION (ST. PAUL MN)
CT
01/01/1991 - 03/13/1991
AETNA LIFE INSURANCE AND ANNUITY COMPANY (HARTFORD CT)
IA
Issued 11/19/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/12/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/20/2005
Series 24 - General Securities Principal Examination
BC
Issued 09/17/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 08/23/1991
Series 7 - General Securities Representative Examination
BC
Issued 12/19/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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