Unclaimed
Frederick Cornelius is a financial advisor with Burt Wealth Advisors, based in North Bethesda, Maryland. Frederick has been in the industry since 1987 and holds the Series 7, 63, and 65 licenses. He also holds the Certified Financial Planner and Chartered Financial Analyst designations. Frederick has extensive experience working with high-net-worth individuals and provides financial planning and portfolio management services.
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
MD
04/17/2001 - Present
Burt Wealth Advisors (NORTH BETHESDA MD)
NA
02/26/1987 - 02/06/1992
FINANCIAL NETWORK INVESTMENT CORPORATION
IA
Issued 02/15/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/29/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
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