William Friederichs, financial advisor Edison NJ
96 score

William Friederichs

CRD 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.

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Professional Designations
Company Name Location Dates Years
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
Contact Info for William M. Friederichs
Phone Number: 212-858-8000
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    996
    MILLIONS
  • Total Number of Accounts
    5,500
    ACCOUNTS
  • Average Account Value
    $181,082
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

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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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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