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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 Joosse is an investment advisor representative at American Investors Co. based in SANTA ROSA, CA. Frederick has been in the financial services industry for over 40 years, holding licenses to sell insurance and securities. Frederick has a breadth of experience with a diverse range of clients. Frederick's specializations include working with High-Net-Worth Individuals, Individuals Other Than High-Net-Worth, Corporations or Other Businesses, and Charitable Organizations. Frederick is also registered with the state of California 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
03/30/1998 - Present
American Investors Co. (SANTA ROSA CA)
MA
10/23/1987 - 12/23/1993
SUN INVESTMENT SERVICES COMPANY (WELLESLEY HILLS MA)
NA
04/16/1984 - 11/16/1987
PRINCOR FINANCIAL SERVICES CORPORATION
NA
04/10/1984 - 11/09/1987
AMERICAN INVESTORS COMPANY
NA
11/11/1981 - 04/02/1987
JUDY & ROBINSON SECURITIES, INC
NA
11/26/1980 - 04/02/1982
BLC EQUITY SERVICES CORPORATION
BC
Issued 04/04/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/1981
Series 7 - General Securities Representative Examination
BC
Issued 11/24/1980
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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