Unclaimed
George L. Fredette is a financial professional with over 20 years of experience in the industry. George currently works at Osaic Wealth, Inc. and has previously worked at First Allied Securities, Inc. and First Montauk Securities Corp. George has a strong track record of providing financial planning and investment management services to individuals, families, businesses, and retirement plans. George is registered to provide investment advice and securities services in multiple states. George is also qualified to provide financial planning advice and services.
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.
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2
NH
10/01/2024 - Present
Osaic Wealth, Inc. (NORTH CONWAY NH)
NH
12/09/2008 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (NORTH CONWAY NH)
NH
01/31/2002 - 12/09/2008
FIRST MONTAUK SECURITIES CORP. (NORTH CONWAY NH)
IA
Issued 04/01/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/01/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/21/2005
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/30/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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