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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 Bacani is an investment advisor representative associated with Pathstone. Frederick Bacani is a registered investment advisor with a registration beginning date of September 19, 2023. Frederick Bacani has been active in the securities industry since September 21, 1998. Frederick Bacani has passed the Series 63, Series 7 and Series 24 exams. Frederick Bacani has also passed the Uniform Investment Adviser Law Examination, also known as Series 65. Frederick Bacani has previously been employed by PNC Capital Markets, Inc., and SEI Investments Distribution Co. Frederick Bacani has experience in providing financial planning, portfolio management, and investment advisory services for various client types including investment companies, charitable organizations, high-net-worth individuals, pooled investment vehicles, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth.
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.
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.
Strategic management for diversified investment portfolios.
Family office services - expense management, bill pay, insurance advisory, concierge service, philanthropic advisory
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.
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2
NJ
09/19/2023 - Present
Pathstone (ENGLEWOOD NJ)
PA
09/05/2002 - 04/02/2004
PNC CAPITAL MARKETS, INC. (PITTSBURGH PA)
PA
09/21/1998 - 08/22/2001
SEI INVESTMENTS DISTRIBUTION CO. (OAKS PA)
IA
Issued 04/19/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/14/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/26/2000
Series 24 - General Securities Principal Examination
BC
Issued 09/17/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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