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Fredrick Charles Venturoni

Cetera Investment Advisers LLC

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About Fredrick Charles Venturoni

Fredrick Charles Venturoni is a financial advisor currently registered with Cetera Investment Advisers LLC and has been in the financial industry for 33 years. Fredrick Venturoni has experience in various areas of financial advising including portfolio management for businesses and individuals, financial planning and pension consulting. Fredrick Venturoni is also registered with FINRA and the state of Florida. Previously, Fredrick Venturoni was registered with Summit Brokerage Services, Inc. and Wachovia Securities Financial Network, LLC. Fredrick Venturoni is a seasoned financial advisor with a wide range of experience to support your financial needs.

Firm Information

Fredrick Venturoni is currently registered with Cetera Investment Advisers LLC. Cetera Investment Advisers LLC is a large financial advisory firm with over 6,600 registered representatives and investment advisor representatives. Headquartered in Schaumburg, Illinois, Cetera provides a wide range of financial services, including financial planning, portfolio management, and pension consulting. The firm manages over $104 billion in assets and serves a diverse client base, including individuals, businesses, charitable organizations, and pension plans.

$104.47B

Assets Under Management

16,618

Total Clients

7,280

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Fredrick Venturoni’s Registration & Firm History

FL

04/09/2023 - Present

Cetera Investment Advisers LLC (Maitland FL)

FL

11/01/2007 - 09/20/2019

SUMMIT BROKERAGE SERVICES, INC. (MAITLAND FL)

FL

05/14/2004 - 11/02/2007

WACHOVIA SECURITIES FINANCIAL NETWORK, LLC (ORLANDO FL)

NY

02/16/1990 - 05/21/2004

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 2/17/1994

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 3/30/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 1/13/2005

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/12/2004

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 2/10/1990

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 5 public disclosures for Fredrick Charles Venturoni. Review regulatory record here.
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