Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Fredric? Claim Your ProfileFredric Brian Fisher is a financial advisor in Santa Barbara, CA. He is registered with Trinity Capital Management, LLC. Fredric has been in the financial industry since 2000, and has experience in portfolio management, financial planning and investment advisory services. Fredric is a Certified Financial Planner and has a Series 7, 63 and 66 license.
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.
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.
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CA
10/03/2013 - Present
Trinity Capital Management, LLC (SANTA BARBARA CA)
CA
08/13/2008 - 08/19/2009
FINANCIAL NETWORK INVESTMENT CORPORATION (ONTARIO CA)
CA
11/26/2007 - 08/13/2008
PENSION PLANNERS SECURITIES, INC. (ONTARIO CA)
CA
01/01/2005 - 12/12/2007
NFP SECURITIES, INC. (ONTARIO CA)
CA
09/27/2000 - 10/30/2001
MERCER GLOBAL SECURITIES LLC (IRVINE CA)
BC
Issued 06/10/2005
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 11/15/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/17/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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