Matt Frederick's Location
Chicago, IL, US
Matt Frederick's Work
- Wealth Advisor @ Fairhaven Wealth Management
- Financial Consultant @ Wells Fargo Advisors
- Regional Vice President @ Pacific Life
- Regional Sales Vice President @ MetLife
- Director - Retirement and Annuity Consultant @ New York Fitness
- Vice president - Retirement Plan Consultant @ Merrill Lynch
- RVP - Retirement Plan Consultant @ Amundi US
- Financial Advisor and Regional Retirement Consultant @ Wells Fargo
- Registered Representative @ AXA Advisors, LLC
Matt Frederick's Education
- Southern Methodist University
BA (Economics)
1985 - 1989
Matt Frederick's Skills
- Retirement
- Retirement Planning
- Fixed Annuities
- Series 7
- Mutual Funds
- Sales
- 401k
- Life Insurance
- Series 63
- Asset Allocation
Matt Frederick's Summary
Matt Frederick, based in Chicago, IL, US, is currently a Wealth Advisor at Fairhaven Wealth Management, bringing 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, Retirement Planning, Fixed Annuities, Series 7, Mutual Funds and more, Matt Frederick contributes valuable insights to the industry.
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