Financial Advisor, LUTCF®
Fred has been affiliated with L&M since 1986 and is a Registered Representative with Securities America, Inc., an Investment Advisor Representative with Securities America Advisors, Inc., and a Life Underwriter Training Council Fellow (LUTCF).
He provides investment, retirement benefits, and financial planning services to federal, state and local government employees, as well many individuals in the private sector.
His primary objective in doing so is to assist his clients in planning their financial futures, and to ensure they understand their work benefits and what is necessary to supplement their pensions in order to enjoy a comfortable retirement.
Bachelor of Science in Education, State University of New York at Buffalo, 1971
What I Like Most About My Job: Establishing relationships with my clients and helping them work toward their financial goals.