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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Alan Frederickson is a financial advisor currently registered with Cambridge Investment Research Advisors, Inc. John holds Series 7 and Series 66 licenses. John has been in the industry since April 1986 and is based in NORWELL, MA. John has been associated with Cambridge Investment Research Advisors, Inc. since September 2003. John is also registered with Cambridge Investment Research, Inc. as an advisory representative of a registered investment advisor (RIA) since March 2005. John has experience with high-net-worth individuals, individuals other than high-net-worth, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. John provides portfolio management for individuals and businesses and financial planning services. John also offers market timing services, selection of other advisors, and educational seminars.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
MA
07/28/2016 - Present
Cambridge Investment Research Advisors, Inc. (NORWELL MA)
CO
07/06/1995 - 10/17/2003
MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)
RI
04/05/1993 - 07/11/1995
FISCO EQUITY, INC. (LINCOLN RI)
SC
04/05/1991 - 04/08/1993
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
MN
04/23/1986 - 04/11/1991
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
BOTH
Issued 09/10/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/01/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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