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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 Felder is a financial advisor who has been in the industry since February 2018. Frederick is currently registered with the state of South Carolina as a Registered Investment Advisor and a Registered Representative. Frederick is also registered with the state of Texas as a Registered Investment Advisor. Frederick is a registered representative of Independent Advisor Alliance, LLC and has been with the firm since March 2018. Frederick's firm specializes in financial planning, pension consulting, educational seminars, portfolio management for individuals and businesses, and publication of periodicals. Frederick holds Series 66, 7, and SIE licenses. Frederick has a strong commitment to helping clients achieve their financial goals.
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.
1
2
SC
01/05/2023 - Present
Independent Advisor Alliance, LLC (Columbia SC)
BOTH
Issued 03/27/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/28/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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