Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Fredrick? Claim Your ProfileFredrick Wollman is a financial advisor with Cetera Investment Advisers LLC. Fredrick has been in the financial services industry since 1981, and has held numerous positions with various firms. Fredrick is a Certified Financial Planner and holds the Series 7, 24, 31, and SIE licenses. Fredrick specializes in providing financial planning, portfolio management, and pension consulting services for individuals, businesses, and charitable organizations. Cetera Investment Advisers LLC is a registered investment advisor with over 100 billion dollars in assets under management. Cetera provides financial advice to individuals, families, and businesses. Cetera is committed to providing its clients with personalized financial advice and investment solutions.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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
CA
06/29/2023 - Present
Cetera Investment Advisers LLC (ESCONDIDO CA)
CA
10/14/2005 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (ESCONDIDO CA)
FL
01/12/2000 - 10/14/2005
INTERSECURITIES, INC. (ST. PETERSBURG FL)
FL
09/20/1996 - 12/20/1999
STEPHEN A. KOHN & ASSOCIATES, LTD. (LUTZ FL)
NA
08/26/1994 - 09/13/1996
KOHN, HEBERT & ASSOCIATES, LTD.
CA
05/13/1991 - 07/29/1994
U.S. SECURITIES CLEARING CORP. (SAN DIEGO CA)
CA
12/22/1989 - 12/20/1990
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
NA
01/08/1986 - 01/16/1990
MESA SECURITIES CORPORATION
NA
01/28/1987 - 03/31/1988
SUN INVESTMENT SERVICES COMPANY
NA
05/13/1981 - 12/09/1985
TITAN CAPITAL CORPORATION
NA
11/25/1980 - 06/12/1981
UNIVERSITY SECURITIES CORPORATION
BC
Issued 10/26/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 6/8/1985
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/7/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 11/15/1980
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Fredrick Wollman is the right advisor for you? Invested Better is here to help.
