Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Fredrick? Claim Your ProfileFredrick Kelley is an investment advisor representative who has been in the industry since 1987. Fredrick is currently registered with Global Retirement Partners LLC and has been with the firm since 2017. Prior to that, Fredrick was registered with MML Investors Services, LLC and Massachusetts Mutual Life Insurance Company. Fredrick is registered in several states, including Iowa, Missouri, Nebraska, and South Dakota. Fredrick holds Series 6, Series 63, Series 22, Series 65, and SIE licenses. Fredrick specializes in providing financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and individuals.
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.
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
NE
03/08/2017 - Present
Global Retirement Partners LLC (Omaha NE)
NE
04/27/1987 - 03/06/2017
MML INVESTORS SERVICES, LLC (OMAHA NE)
NA
04/27/1987 - 01/02/1988
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
IA
Issued 02/21/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/26/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/1987
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 04/24/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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