Frederic Wheeler (CRD# 5679832) is an Investment Advisor Representative working at Friedenthal Financial, LLC in Marlton, NJ and has over 14 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 1272342
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wheeler Enterprises, Llc; | Mount Laurel, NJ | Jan 2021 - Current | 3 |
| Friedenthal Financial, Llc (150457) | Voorhees, NJ | Feb 2010 - Current | 14 |
| Metlife Securities Inc. | Plymouth Meeting, PA | Jun 2009 - Current | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2009 |
- NJ
- TX
-
Total Assets Under Management165MILLIONS
-
Total Number of Accounts510ACCOUNTS
-
Average Account Value$323,075
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, CO, FL, IL, MO, NC, NH, NJ, NY, PA, TX, VA
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