linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Peter Jon Fredericksen

Osaic Institutions, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Peter? Claim Your Profile

About Peter Jon Fredericksen

Peter Fredericksen is a financial advisor at Osaic Institutions, Inc. with over 20 years of experience in the industry. Peter specializes in working with individuals and families to develop a comprehensive financial plan that meets their unique needs. Peter is also registered with the Securities and Exchange Commission (SEC) and holds the Series 31, Series 7, and Series 66 licenses. Peter is a registered representative of Osaic Institutions, Inc. and is affiliated with their offices in Randolph, MA and Canton, MA.

Firm Information

Peter Fredericksen is currently registered with Osaic Institutions, Inc.. Osaic Institutions, Inc. is a Corporation headquartered in MERIDEN, CT, United States. The firm was formed on 1993-04-07 and is registered with the SEC and in 53 states. Osaic Institutions, Inc. provides financial planning, pension consulting, educational seminars, and other advisory services to a wide range of clients, including individuals, corporations, charitable organizations, and high net worth individuals. The firm manages approximately $3,626,644,800 in assets and has over 1,700 licensed agents, investment adviser representatives, and registered representatives.
Osaic Institutions, Inc.

538 PRESTON AVENUE

MERIDEN, CT 06450-4858

$3.63B

Assets Under Management

25

Total Clients

641

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

solicitation services for other advisers

Solicitation services for other advisers

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Peter Fredericksen’s Registration & Firm History

MA

04/30/2007 - Present

Osaic Institutions, Inc. (RANDOLPH MA)

MA

04/02/2007 - 04/12/2007

MORGAN STANLEY & CO., INCORPORATED (BOSTON MA)

MA

06/16/2006 - 04/02/2007

MORGAN STANLEY DW INC. (BOSTON MA)

CT

02/25/2005 - 08/24/2005

INFINEX INVESTMENTS, INC. (MERIDEN CT)

Not sure if Peter Jon Fredericksen is right for you?

Licenses & Designations

BOTH

Issued 06/27/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/26/2006

Series 31 - Futures Managed Funds Examination

BC

Issued 02/24/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Peter Jon Fredericksen.
Not sure if Peter Jon Fredericksen is right for you?