Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frederick? Claim Your ProfileFrederick John Molfino is a financial advisor with over 30 years of experience in the industry. Frederick is currently registered with Parallel Advisors, LLC, a firm that provides financial planning, portfolio management, and selection of other advisors services. Frederick has also previously worked at Sanctuary Securities, LLC, Hightower Securities, LLC, and other firms. Frederick has a strong track record of success in helping his clients achieve their financial goals. He is committed to providing personalized service and advice that is tailored to each client's individual needs.
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.
Guidance on pension options to ensure a secure financial future.
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.
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CA
12/14/2023 - Present
Parallel Advisors, LLC (SAN FRANCISCO CA)
CA
11/15/2011 - 05/05/2017
SANCTUARY SECURITIES LLC (Portola Valley CA)
CA
07/21/2010 - 11/11/2011
HIGHTOWER SECURITIES, LLC (MENLO PARK CA)
CA
08/14/2009 - 07/21/2010
PURSHE KAPLAN STERLING INVESTMENTS (MENLO PARK CA)
CA
06/01/2009 - 09/04/2009
MORGAN STANLEY SMITH BARNEY (MENLO PARK CA)
CA
02/05/2002 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (MENLO PARK CA)
CA
09/01/1998 - 02/28/2002
ROBERTSON STEPHENS, INC. (SAN FRANCISCO CA)
CA
10/01/1997 - 09/01/1998
BANCAMERICA ROBERTSON STEPHENS (SAN FRANCISCO CA)
CA
08/04/1997 - 10/01/1997
ROBERTSON, STEPHENS & COMPANY LLC (SAN FRANCISCO CA)
CA
10/05/1994 - 08/06/1997
HAMBRECHT & QUIST LLC (SAN FRANCISCO CA)
CA
10/21/1992 - 09/06/1994
MONTGOMERY SECURITIES (SAN FRANCISCO CA)
BOTH
Issued 05/03/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/17/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/05/2017
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/1992
Series 7 - General Securities Representative Examination
Active
Inactive
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