Frederick Palen (CRD# 840329) is an Investment Advisor Representative working at Palen Financial LLC in Davenport, IA and has over 35 years of experience in the finance industry.
CRD# 5419183
Ameriprise Financial Services, LLC
CRD# 4397919
Ubs Financial Services Inc.
CRD# 4230601
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Palen Financial Llc (144892) | Davenport, IA | Jan 2010 - Current | 14 |
| Cargill Hybrid Seed Inc. | Minneapolis, MN | Apr 1982 - Current | 42 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1988 |
- IL
- IA
-
Total Assets Under Management32MILLIONS
-
Total Number of Accounts146ACCOUNTS
-
Average Account Value$218,557
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
IA, IL
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