Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frederick? Claim Your ProfileFrederick Driscoll is a financial advisor with Cetera Investment Advisers LLC, a firm with over 16,000 clients and $104 billion in assets under management. Frederick has been in the financial industry since 1977 and holds a variety of licenses and certifications, including the Series 65 and 63 exams. Frederick specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. Frederick is also a Chartered Financial Consultant and has experience working with a variety of clients, including individuals, businesses, and charitable organizations.
NAPLES, FL
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
FL
06/29/2023 - Present
Cetera Investment Advisers LLC (NAPLES FL)
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 4/21/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 7/14/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 3/3/1989
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 1/2/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 10/1/2018
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
Not sure Frederick Driscoll is the right advisor for you? Invested Better is here to help.
