Unclaimed
Fredrick Robinson is a financial advisor with over 30 years of experience in the industry. Fredrick is currently registered with O'Hagan Group, Inc. and is also a licensed agent for fixed insurance products. Fredrick specializes in providing financial planning, portfolio management for individuals and businesses. He is also a licensed tax preparer. In addition to his role with O'Hagan Group, Inc. Fredrick is also a farmer, managing 320 acres of corn and soybeans. Fredrick is dedicated to providing his clients with personalized service and sound financial advice.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
IL
09/30/2021 - Present
O'Hagan Group, Inc. (MORRIS IL)
IL
11/06/2020 - 09/30/2021
SECURITIES AMERICA, INC. (Morris IL)
IL
01/19/2016 - 11/06/2020
KMS FINANCIAL SERVICES, INC. (Morris IL)
IL
01/02/2013 - 01/15/2016
PURSHE KAPLAN STERLING INVESTMENTS (MORRIS IL)
IL
09/08/2009 - 12/31/2012
LPL FINANCIAL LLC (MORRIS IL)
IL
12/05/1990 - 09/08/2009
MUTUAL SERVICE CORPORATION (MORRIS IL)
NY
06/06/1985 - 01/10/1991
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
06/06/1985 - 01/10/1991
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 07/18/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/23/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/1987
Series 7 - General Securities Representative Examination
BC
Issued 06/04/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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