Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frederick? Claim Your ProfileFrederick Azzurro is a financial advisor with Osaic Wealth, Inc. Frederick is a registered representative in 22 states and holds the Series 6, 63, and 65 licenses. Frederick has over 16 years of experience in the financial services industry. Frederick's areas of expertise include financial planning, portfolio management, and pension consulting. Frederick works with a variety of clients, including individuals, families, businesses, and charitable organizations.
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.
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.
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NY
06/14/2024 - Present
Osaic Wealth, Inc. (PORT JEFFERSON STATION NY)
NY
06/26/2020 - 06/14/2024
SECURITIES AMERICA, INC. (PORT JEFFERSON STATION NY)
NY
08/16/2016 - 07/02/2020
EQUITABLE ADVISORS, LLC (EAST MORICHES NY)
NY
09/24/2007 - 08/19/2016
MSI FINANCIAL SERVICES, INC. (MT SINAI NY)
IA
Issued 11/15/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/11/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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