Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frederick? Claim Your ProfileFrederick Oh is a financial advisor with LPL Financial LLC, based in Chicago, IL. Frederick has been in the financial services industry for over 9 years. Frederick is registered as a Registered Representative in Illinois and Texas and is also a Registered Investment Advisor in Illinois. Frederick has a Series 7TO, Series 66 and SIE license. Frederick specializes in providing a wide range of financial services to clients, including investment management, financial planning, consulting, and other non-discretionary advisory 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.
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
IL
02/04/2025 - Present
LPL Financial LLC (CHICAGO IL)
BOTH
Issued 12/04/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2019
Series 7TO - General Securities Representative Examination
BC
Issued 06/13/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Frederick Oh is the right advisor for you? Invested Better is here to help.
