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Pierre Frediere

Founders Financial Securities LLC

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About Pierre Frediere

Pierre Frediere is a financial advisor with Founders Financial Securities LLC in Fresno, California. Pierre has been in the financial services industry since 1992 and is licensed to provide securities and investment advice. Pierre holds a Series 7, Series 63 and Series 7TO license, and is also a Chartered Financial Analyst. Pierre has experience working with a variety of clients, including high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations. Pierre's previous employers include East/West Securities Co. and Dean Witter Reynolds Inc.

Firm Information

Pierre Frediere is currently registered with Founders Financial Securities LLC. Founders Financial Securities LLC is an independent financial services firm with over 90 financial advisors serving clients in all 50 states. They offer a range of financial services, including financial planning, portfolio management, and pension consulting. They serve a variety of clients including high-net-worth individuals, corporations, and pension plans. The firm has approximately $3 billion in assets under management.
Founders Financial Securities LLC

1026 CROMWELL BRIDGE ROAD

TOWSON, MD 21286

$2.91B

Assets Under Management

93

Total Clients

109

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.

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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

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fixed fees

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

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percentage of assets

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

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Pierre Frediere’s Registration & Firm History

CA

02/22/2024 - Present

Founders Financial Securities LLC (Fresno CA)

CA

01/24/1995 - 01/07/1998

EAST/WEST SECURITIES CO. (SAN FRANCISCO CA)

NY

07/23/1992 - 12/16/1996

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

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Licenses & Designations

BC

Issued 07/23/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/03/2024

Series 7TO - General Securities Representative Examination

BC

Issued 09/06/2023

SIE - Securities Industry Essentials Examination

BC

Issued 07/21/1992

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Pierre Frediere.
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