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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 Owen Haiman is a financial advisor registered with the state of Texas. Frederick is currently associated with Sagespring Wealth Partners. Frederick has been in the financial industry for over a decade. Frederick is also the owner of Haiman Law, PC, a law firm that focuses on estate planning, elder law, business and real estate. Frederick has passed the Series 65 exam, also known as the Uniform Investment Adviser Law Examination, and specializes in Financial Planning, Pension Consulting, and Portfolio Management for Individuals. Frederick has been with Sagespring Wealth Partners since 2017 and has been registered with the state of Texas since 2017.
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.
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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TX
02/14/2017 - Present
Sagespring Wealth Partners (Frisco TX)
IA
Issued 06/29/2015
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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