Fredrick
Wollman
Cetera Investment Advisers LLC
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About this Advisor
Fredrick Wollman is a financial advisor based in Escondido, California, working with Cetera Investment Advisers LLC. Fredrick has previously held positions at Ing Financial Partners, Wollman Wealth Designs, Inc, Voya Financial Advisors, Cetera Advisor Networks LLC, and Cetera Investment Advisers LLC. Fredrick has passed the Series 63 regulatory exam and is registered to provide services in California and Texas. Currently, Fredrick is part of Cetera Investment Advisers LLC, which operates out of Escondido, California. The firm has 1,614 offices and 6,648 employees. The firm manages assets totaling $104.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Cetera Investment Advisers LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cetera Investment Advisers LLC Brokerage Details
$104,468,595,111
6,648
423,554
$246,648
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Fredrick Wollman Work History
Cetera Investment Advisers LLC
Cetera Advisor Networks LLC
Wollman Wealth Designs, Inc
Voya Financial Advisors
Ing Financial Partners
Disclosures
Please visit the SEC profile of Fredrick Wollman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cetera Investment Advisers LLC
New York, NY
Toledo, OH
San Jose, CA
Saint Louis, MO
Indianapolis, IN
Saint Louis, MO
Tampa, FL
San Diego, CA
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