Unclaimed
Frederick P. Bruenner is a financial advisor with Fort Point Capital Partners LLC. Frederick is a Chartered Financial Analyst and has over 10 years of experience in the financial industry. He specializes in portfolio management for individuals, pooled investment vehicles, and investment companies. Frederick is licensed in California, Connecticut, Illinois, New York, and Pennsylvania.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
PA
09/04/2024 - Present
Fort Point Capital Partners LLC (Narberth PA)
CA
02/03/2020 - 12/04/2023
GORDIAN INVESTMENTS, LLC (OREGON HOUSE CA)
CA
12/27/2016 - 11/30/2018
GORDIAN INVESTMENTS, LLC (OREGON HOUSE CA)
BC
Issued 01/18/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/2016
Series 82 - Limited Representative-Private Securities Offerings
BC
Issued 03/30/1999
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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