Frederick PetrinoCRD Number: 1389177
Current Firm: Windsor Capital Management, LLC
Frederick Petrino (CRD# 1389177) is an Investment Advisor Representative working at Windsor Capital Management, LLC in Oak Brook, IL and has over 26 years of experience in the finance industry.
Waddell & Reed
Forum Financial Management, LP
|Windsor Capital Management, LLC||Oakbrook, IL||Jul 2009 - Current||7|
|West Town Consulting||Downers Grove, IL||Jul 2008 - Jul 2009||1|
|Payden & Rygel||Los Angeles, CA||Jan 2007 - Jul 2008||1|
|Self-employed/ Unemployed||Downers Grove, IL||Jan 2006 - Jan 2007||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1990|
|S65||NASAA Investment Advisors Law Examination||Sep 2004|
Total Assets Under Management461MILLIONS
Total Number of Accounts1,179ACCOUNTS
Average Account Value$390,830
- 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
- Pension consulting services
AK, AZ, CA, CO, FL, GA, IA, ID, IL, LA, MI, MN, NE, NH, NV, OK, OR, TX, UT, VA, WA, WI
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