Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frederick? Claim Your ProfileFrederick Poole is a financial advisor based in Tampa, Florida. Frederick is currently registered with Florida Financial Advisors, LLC and is a licensed Investment Advisor Representative. Frederick has experience in the financial services industry, previously working with OSAIC WEALTH, INC. in Sarasota, Florida. Frederick specializes in providing financial planning, portfolio management, and selection of other advisors for individuals, as well as portfolio management for businesses. Frederick holds the Series 65 and Series 6TO licenses as well as the SIE. Frederick is currently active in the Investment Advisor (IA) industry.
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.
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.
2% of net worth or assets for financial planning clients
1
2
FL
05/31/2024 - Present
Florida Financial Advisors, LLC (Tampa FL)
FL
10/11/2023 - 01/02/2024
OSAIC WEALTH, INC. (SARASOTA FL)
IA
Issued 05/14/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/11/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/07/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
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