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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Fredrik? Claim Your ProfileFredrik Gilman Borstad has been a Registered Representative since July 1993. Fredrik is currently registered with LPL Financial LLC and Great Valley Advisor Group, Inc. Fredrik has a total of 22 state licenses. Fredrik is also registered with the Financial Industry Regulatory Authority (FINRA) as a Registered Representative. Prior to LPL Financial LLC, Fredrik was employed by UBS Financial Services INC. and U.S. BANCORP PIPER JAFFRAY INC. and OFFERMAN & COMPANY. Fredrik is a licensed Investment Advisor Representative (IAR) and provides financial advisory services through Great Valley Advisor Group, Inc. Fredrik is an experienced financial professional with a strong track record of success. He has a wide range of experience in providing investment advice and financial planning services to individuals and families.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MN
02/18/2014 - Present
LPL Financial LLC (EDINA MN)
MN
10/22/1999 - 11/18/2010
UBS FINANCIAL SERVICES INC. (WAYZATA MN)
MN
08/19/1994 - 11/19/1999
U.S. BANCORP PIPER JAFFRAY INC. (MINNEAPOLIS MN)
MN
07/22/1993 - 08/25/1994
OFFERMAN & COMPANY (MINNEAPOLIS MN)
IA
Issued 11/14/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/28/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/27/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 07/21/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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