Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Fredrikson has over 20 years of experience in the financial services industry. Robert is a Certified Financial Planner™ professional with a deep understanding of investment strategies, financial planning, and retirement planning. Robert is currently registered with Creative Financial Designs, Inc. in Kokomo, Indiana. Robert is also registered as an Investment Advisor Representative with the state of Indiana. Previously, Robert worked as a registered representative for Charles Schwab & Co., Inc. and Pruco Securities Corporation. Robert has held Series 7, 9, 10, 63, and 66 licenses. Robert is a highly experienced financial advisor who can help clients reach their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
1
2
IN
12/07/2005 - Present
Creative Financial Designs, Inc. (KOKOMO IN)
TX
11/01/1999 - 04/07/2005
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NA
05/25/1988 - 09/06/1989
PRUCO SECURITIES CORPORATION
NA
05/25/1988 - 09/06/1989
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA
BOTH
Issued 12/27/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/10/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/05/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/30/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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