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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 Peter Baerenz is a financial advisor with over 20 years of experience in the industry. Frederick has a broad range of experience, working with a variety of clients, including individuals, families, businesses, and institutions. Frederick is a Registered Investment Advisor (RIA) with AOG Wealth Management and has held this position since 2013. Before joining AOG Wealth Management, Frederick was a financial advisor with Kalos Capital, Inc., Cetera Advisors LLC, and Pacific West Securities, Inc. Frederick has passed the Series 7, Series 6, Series 63, Series 65, and Series 26 exams. Frederick is a member of the Board of Directors of David's Hope International and a Trustee of Fork Union Military Academy.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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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VA
05/03/2013 - Present
AOG Wealth Management (RESTON VA)
VA
05/01/2013 - 07/31/2019
KALOS CAPITAL, INC. (GREAT FALLS VA)
VA
12/23/2011 - 05/02/2013
CETERA ADVISORS LLC (GREAT FALLS VA)
VA
09/09/2004 - 12/23/2011
PACIFIC WEST SECURITIES, INC. (GREAT FALLS VA)
MD
08/13/2001 - 09/09/2004
H. BECK, INC. (ROCKVILLE MD)
CO
02/19/1999 - 08/14/2001
UNITED SECURITIES ALLIANCE, INC. (GREENWOOD VILLAGE CO)
GA
04/18/1995 - 11/19/1998
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 07/09/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/13/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/28/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/2004
Series 7 - General Securities Representative Examination
BC
Issued 04/13/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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