Unclaimed
Frederick Saavedra is an investment advisor representative with LPL Financial LLC. Frederick has been in the industry since June 1992. Frederick is registered in several states including Georgia, Florida, New York, Tennessee, California, Colorado, New Mexico, Ohio, South Dakota and Texas. Frederick also has experience with Edward Jones, E*TRADE Securities LLC and SunTrust Securities, Inc. Frederick has experience in providing advisory services for individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and insurance companies.
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.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
GA
09/11/2018 - Present
LPL Financial LLC (HIRAM GA)
GA
11/27/2006 - 05/20/2014
EDWARD JONES (MARIETTA GA)
GA
01/31/2006 - 10/02/2006
E*TRADE SECURITIES LLC (ATLANTA GA)
GA
01/03/1996 - 05/02/2005
SUNTRUST SECURITIES, INC. (ATLANTA GA)
GA
08/03/1992 - 12/19/1994
SUNTRUST SECURITIES, INC. (ATLANTA GA)
CO
06/17/1992 - 07/09/1992
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
BOTH
Issued 11/16/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/05/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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