William FriederichsCRD Number: 1977953
Current Firm: Foresters Advisory Services, LLC
William Friederichs (CRD# 1977953) is an Investment Advisor Representative working at Foresters Advisory Services, LLC in Edison, NJ and has over 27 years of experience in the finance industry. William Friederichs has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Legacy Care Wealth, LLC
Axa Advisors, LLC
|Foresters Financial Services, Inc.||Edison, NJ||Feb 2016 - Current||1|
|Discovery Financial Centers, Inc.||Oakdale, MN||May 2012 - Feb 2016||3|
|National Planning Corporation||Oakdale, MN||May 2012 - Feb 2016||3|
|Ing Financial Partners, Inc.||Bloomington, MN||Jul 2009 - Apr 2012||2|
|Unemployed||Lake Elmo, MN||Apr 2009 - Jul 2009||< 1|
|Lincoln Financial Distributors||Philadelphia, PA||Oct 2007 - Apr 2009||1|
|Unemployed||Lake Elmo, MN||May 2007 - Sep 2007||< 1|
|Usallianz Investor Services, LLC||Minneapolis, MN||Jan 2000 - May 2007||7|
|Allianz Life Insurance Company Of North America||Minneapolis, MN||Jan 2000 - May 2007||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1989|
|S65||NASAA Investment Advisors Law Examination||Jul 2009|
Total Assets Under Management996MILLIONS
Total Number of Accounts5,500ACCOUNTS
Average Account Value$181,082
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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