Unclaimed
Frederick Timothy Driscoll is a financial advisor with over 45 years of experience in the industry. Frederick has a wide range of experience, having worked with several firms including VOYA Financial Advisors, Inc. and American Express Financial Advisors Inc. Frederick is currently registered with Cetera Investment Advisers LLC and has a strong track record of providing financial advice to individuals, families, and businesses. Frederick holds several industry designations, including Chartered Financial Consultant, and has a comprehensive understanding of financial planning, investment management, and retirement planning.
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.
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.
1
2
MA
06/29/2023 - Present
Cetera Investment Advisers LLC (BRAINTREE MA)
MA
05/22/2002 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (BRAINTREE MA)
MN
12/21/1977 - 05/28/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
12/21/1977 - 05/28/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
12/21/1977 - 12/24/1986
IDS FINANCIAL SERVICES INC.
IA
Issued 04/21/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/14/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/03/1989
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/1985
Series 7 - General Securities Representative Examination
BC
Issued 12/15/1977
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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