Unclaimed
Frederick Atiyeh is a financial advisor with LPL Financial LLC. Frederick has been in the financial services industry since October 1979. Frederick has experience in the following areas: Financial Planning, Insurance, Real Estate and Investment Management. Frederick holds FINRA Series 1, 7, 24, and 63 licenses and is also a Certified Financial Planner. Frederick is also a registered investment advisor with the state of Michigan. Prior to joining LPL Financial LLC, Frederick was affiliated with CROWN CAPITAL SECURITIES, L.P. in Northville, Michigan. Frederick is committed to providing personalized financial advice to help 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.
Consulting and other non-discretionary advisory services
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.
1
2
MI
01/01/2025 - Present
LPL Financial LLC (WHITMORE LAKE MI)
MI
07/21/1999 - 05/01/2024
CROWN CAPITAL SECURITIES, L.P. (WHITMORE LAKE MI)
MA
03/31/1999 - 07/22/1999
MUTUAL SERVICE CORPORATION (BOSTON MA)
CA
02/14/1986 - 03/31/1999
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
NA
10/16/1979 - 02/19/1986
IDS FINANCIAL SERVICES INC.
NA
10/16/1979 - 02/19/1986
IDS LIFE INSURANCE COMPANY
NA
10/16/1979 - 02/18/1986
IDS MARKETING CORPORATION
BC
Issued 10/30/1979
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/22/1987
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/1986
Series 7 - General Securities Representative Examination
BC
Issued 10/01/1979
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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