Matt Frederick Email & Phone Number
Financial Advisor @ Pure Financial Advisors, LLC
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Matt Frederick Location
- Chicago, IL, US
Matt Frederick Work
- Financial Advisor @ (November 2023 - Present)
- Financial Consultant @ (July 2021 - September 2023)
- Regional Vice President @ (May 2014 - April 2021)
- Regional Sales Vice President @ (August 2009 - April 2014)
- Director - Retirement and Annuity Consultant @ (February 2005 - August 2009)
- Vice president - Retirement Plan Consultant @ (February 2003 - February 2005)
- RVP - Retirement Plan Consultant @ (January 2001 - January 2003)
- Financial Advisor and Regional Retirement Consultant @ (January 1995 - January 2001)
- Registered Representative @ AXA Advisors (January 1990 - January 1995)
Matt Frederick Education
- Southern Methodist University
BA (Economics)
1985-1989
Matt Frederick Skills
- Retirement Planning
- Multigenerational Wealth Planning
- Investment Planning
- Mutual Funds
- 401k
- Asset Allocation
- Long-term Care
- Life Insurance
- Retirement
- Variable Annuities
- Fixed Annuities
- Series 7
- Sales
- Series 63
- Long Term Care
- Financial Services
Matt Frederick Summary
- Matt Frederick, based in Chicago, IL, US, is currently a Financial Advisor at Pure Financial Advisors, LLC. Matt Frederick brings experience from previous roles at Wells Fargo Advisors, Pacific Life Insurance Company, MetLife and UBS. Matt Frederick holds a 1985 - 1989 BA in Economics @ Southern Methodist University. With a robust skill set that includes Retirement Planning, Multigenerational Wealth Planning, Investment Planning, Mutual Funds, 401k and more. Matt Frederick has 1 emails and 1 mobile phone numbers on RocketReach.
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Top Pure Financial Advisors, LLC Employees
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Danielle Martin
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Joseph Anderson
President and CEO
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Joe Schweiger
Senior Financial Advisor
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Paul Miller
Chief Operations Officer
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Dominic Knauf
Managing Partner
Minneapolis, MN, US
Amanda Cook
Director of Tax
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Susan Brandeis
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Nathan Nicholas
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Chris Yaros
Senior Director of Operations
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Brian Perry
Executive Vice President and Chief Investment Officer
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Brian Busta
Director Of Business Development
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