Peter Fredericksen, financial advisor Randolph MA

Peter Fredericksen

CRD Number: 4902242
Current Firm: Osaic Institutions, Inc.

Peter Fredericksen (CRD# 4902242) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Randolph, MA and has over 17 years of experience in the finance industry.

Similar Advisors
Jeffrey Abelli, financial advisor Randolph MA
Jeffrey T. Abelli
CRD# 4672511
Amundi Asset Management Us, Inc.
Similar Advisors
Brent Abendroth, financial advisor Randolph MA
Brent P. Abendroth
CRD# 6224921
Amundi Asset Management Us, Inc.
Similar Advisors
Robert Abendroth, financial advisor Randolph MA
Robert Abendroth
CRD# 6401139
Eagle Strategies LLC
Company Name Location Dates Years
Bank Of Canton Canton, MA Jan 2008 - Current 16
Infinex Investments, Inc. Fall River, MA Apr 2007 - Current 17
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2006
Contact Info for Peter J. Fredericksen
Phone Number: 203-599-6000
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    3,627
    MILLIONS
  • Total Number of Accounts
    8,478
    ACCOUNTS
  • Average Account Value
    $427,771
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from Peter Fredericksen and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.