Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Fredric? Claim Your ProfileFredric E. Goodman is a financial professional who has been in the industry since 1977. Fredric is currently registered with CreativeOne Securities, LLC, and is an active investment advisor representative. Fredric has been a registered representative with various firms, including OSAIC WEALTH, INC., SIGNATOR INVESTORS, INC., and TRANSAMERICA FINANCIAL ADVISORS, INC. Fredric has obtained various securities licenses and is also a Chartered Financial Consultant. Fredric specializes in providing financial planning and portfolio management services to individuals and other investment advisors.
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.
Helps you choose top advisors aligned with your financial 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.
A percentage of the total value of assets under management is charged.
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2
KS
03/01/2024 - Present
Creativeone Securities, LLC (OVERLAND PARK KS)
KS
11/02/2018 - 03/05/2024
OSAIC WEALTH, INC. (OVERLAND PARK KS)
KS
05/13/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (OVERLAND PARK KS)
KS
07/10/1998 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (OVERLAND PARK KS)
NY
07/02/1977 - 07/09/1998
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
BC
Issued 11/10/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/02/1999
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/1998
Series 7 - General Securities Representative Examination
BC
Issued 06/24/1977
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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