Peter Fredericks Location
- Boston, MA, US
Peter Fredericks Work
- 2024 - now Financial Advisor @ CUSO Financial Service LP at Workers Credit Union Retirement Planning & Investme
- 2021 - 2024 Financial Advisor @ Lincoln Financial Securities
- 2015 - 2021 Financial Advisor, Limited Partner @
- 2010 - 2015 In Field Support Specialist and Business Development Coach @
- 2009 - 2010 Corporate Executive Sales @ Don Connelly & Associates
- 1996 - 2009 VP Sales and Marketing @
- 1992 - 1996 VP Sales and Marketing @ Thompson Wealth Management Ltd.
- 1982 - 1983 fan @
Peter Fredericks Education
- University of Pittsburgh
(Economics)
1985 - 1990 - East Aurora High School
- Virginia Episcopal School
Peter Fredericks Skills
- Series 63
- Customer Relationship Management Crm
- Financial Advisory
- Securities Regulation
- Retirement Planning
- Sales
- Portfolio Management
- Investments
- Finance
- 401K Retirement Savings Plans
- 401k
- Investment Advisory
- Financial Services
- Life Insurance
- Mutual Funds
- Investment Strategies
- Retirement
- Series 65
- CRM
- Series 7
- Securities
- Customer Relationship Management
- 401 Retirement Savings Plans
Peter Fredericks Summary
- Peter Fredericks, based in Boston, MA, US, is currently a Financial Advisor at CUSO Financial Service LP at Workers Credit Union Retirement Planning & Investme. Peter Fredericks brings experience from previous roles at Lincoln Financial Securities, Edward Jones and Don Connelly & Associates. Peter Fredericks holds a 1985 - 1990 University of Pittsburgh. With a robust skill set that includes Series 63, Customer Relationship Management Crm, Financial Advisory, Securities Regulation, Retirement Planning and more. Peter Fredericks has 2 emails and 1 mobile phone numbers on RocketReach.
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