Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frederick? Claim Your ProfileFrederick Morton Woolley is a financial advisor with Western International Securities, Inc. Frederick has over 35 years of experience in the financial services industry, and is a CERTIFIED FINANCIAL PLANNER™ professional. Frederick has a strong track record of providing comprehensive financial advice to individuals, families, and businesses. His experience includes working for firms such as Financial West Group and Titan/Value Equities Group, Inc. Frederick holds Series 7 and Series 63 licenses and the SIE exam. Frederick is registered to offer investment advice and securities products in 24 states and the District of Columbia. Frederick is also a licensed insurance agent.
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
CA
08/21/2017 - Present
Western International Securities, Inc. (Northridge CA)
CA
12/15/1999 - 08/21/2017
FINANCIAL WEST GROUP (Redlands CA)
TX
02/19/1998 - 11/19/1999
SUNPOINT SECURITIES, INC. (LONGVIEW TX)
CA
02/20/1990 - 05/17/1995
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
MA
02/19/1986 - 02/24/1990
MANEQUITY, INC. (BOSTON MA)
CA
02/27/1989 - 02/15/1990
CAPITAL ALLIANCE INVESTMENTS INCORPORATED (IRVINE CA)
NA
10/06/1987 - 10/10/1988
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
BC
Issued 05/27/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Frederick Woolley is the right advisor for you? Invested Better is here to help.
