Matt Frederick Location
Chicago, IL, US
Matt Frederick Work
- 2023 - now Financial Advisor @ Pure Financial Advisors, LLC
- 2021 - 2023 Financial Consultant @ Wells Fargo Advisors
- 2014 - 2021 Regional Vice President @ Pacific Life
- 2009 - 2014 Regional Sales Vice President @ MetLife
- 2005 - 2009 Director - Retirement and Annuity Consultant @ UBS Group AG
- 2003 - 2005 Vice president - Retirement Plan Consultant @ Merrill Lynch
- 2001 - 2003 RVP - Retirement Plan Consultant @ Amundi US
- 1995 - 2001 Financial Advisor and Regional Retirement Consultant @ Wells Fargo
- 1990 - 1995 Registered Representative @ AXA Advisors
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
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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Michael Fenison
Founder, Chairman at Pure Financial Advisors, LLC
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Danielle Martin
Chief Compliance Officer at Pure Financial Advisors, LLC
San Diego, CA, US45+ -
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Chris Yaros
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Bryan Ross
Certified Financial Planner at Pure Financial Advisors, LLC
San Diego, CA, US35+ -
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