Fredrick Iacovoni (CRD# 2674856) is an Investment Advisor Representative working at Synergy Wealth Management, LLC in Grand Rapids, MI and has over 28 years of experience in the finance industry.
CRD# 4414566
J.p. Morgan Securities LLC
CRD# 4187403
Stewardship Trust Advisors
CRD# 2030049
Stewardship Trust Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Synergy Wealth Management LLC | Grand Rapids, MI | Apr 2015 - Current | 9 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Dec 2009 - Dec 2015 | 6 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Dec 2009 - Dec 2015 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1995 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2010 |
- MI
- TX
-
Total Assets Under Management100MILLIONS
-
Total Number of Accounts601ACCOUNTS
-
Average Account Value$166,570
- 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
- Pension consulting services
- Educational seminars/workshops
MI, TX
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