Unclaimed
John Richard Frederick is an investment advisor representative with Rappaport Reiches Capital Management, located in Skokie, Illinois. John has been in the financial industry since 1997 and holds a Series 7 and Series 65 license. John has over 20 years of experience in the financial industry, providing financial planning and portfolio management services to individuals, high-net-worth individuals, and charitable organizations. John has previously worked for Frederick Capital Management, Inc. in Rolling Meadows, Illinois.
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.
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.
A percentage of the total value of assets under management is charged.
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IL
01/14/2022 - Present
Rappaport Reiches Capital Management, (SKOKIE IL)
IA
Issued 03/11/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/19/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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