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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Fredrickson is a Certified Financial Planner and Investment Advisor Representative at CGN Advisors, LLC. Thomas specializes in providing financial planning and investment advisory services to individuals, businesses, and retirement plans. Thomas holds a Series 65 license and has been in the industry since 2012. CGN Advisors, LLC has a team of over 40 investment advisor representatives and manages over $1 billion in assets for clients. The firm serves high-net-worth individuals, families, and businesses.
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.
A percentage of the total value of assets under management is charged.
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NY
06/21/2021 - Present
CGN Advisors, LLC (Brooklyn NY)
IA
Issued 04/08/2009
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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