Financial Advisor
Cuso Financial Service Lp At Workers Credit Union Retirement Planning & Investme
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Peter Fredericks Email & Phone Number
Financial Advisor
at
CUSO Financial Service LP at Workers Credit Union Retirement Planning & Investme
1 work email found
@edwardjones.com
2 phones found area 978 and 800
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 86%
Current company
CUSO Financial Service LP at Workers Credit Union Retirement Planning & Investme
Role
Financial Advisor
Location
Greater Boston, United States, United States
Who is Peter Fredericks? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Peter Fredericks is listed as Financial Advisor at CUSO Financial Service LP at Workers Credit Union Retirement Planning & Investme, based in Greater Boston, United States, United States. AeroLeads shows a work email signal at edwardjones.com, phone signal with area code 978, 800, and a matched LinkedIn profile for Peter Fredericks.
Peter Fredericks previously worked as Financial Advisor at Cuso Financial Service Lp At Workers Credit Union Retirement Planning & Investment Center and Financial Advisor at Lincoln Financial Securities.
Company email context
Email format at CUSO Financial Service LP at Workers Credit Union Retirement Planning & Investme
This section adds company-level context without repeating Peter Fredericks's masked contact details.
{first}.{last}@edwardjones.com
86% confidence
AeroLeads found 1 current-domain work email signal for Peter Fredericks. Compare company email patterns before reaching out.
Profile bio
About Peter Fredericks
Serving the needs of long-term investors with over thirty years in the financial services industry. I use a consultative approach to understand investors’ financial goals, deepen relationships, and provide high quality, “needs based” solutions. My clients benefit through dynamic financial planning, risk adjusted portfolios and premium customer service.Specialties: Series 7 Investment Representative, Series 65 Investment Advisor Representative, Series 63 Life Insurance & Annuities Agent.
Listed skills include Mutual Funds, Series 7, Investments, Financial Services, and 17 others.
Current workplace
Peter Fredericks's current company
Company context helps verify the profile and gives searchers a useful next step.
Cuso Financial Service Lp At Workers Credit Union Retirement Planning & Investme
9 roles · 44 years
Peter Fredericks work experience
A career timeline built from the work history available for this profile.
Financial Advisor
Current
Cuso Financial Service Lp At Workers Credit Union Retirement Planning & Investment Center
May 2024 - Present
Financial Advisor
Lincoln Financial Securities
Apr 2021 - Jun 2024
Financial Advisor, Limited Partner
Sep 2015 - Apr 2021
In Field Support Specialist / Business Development Coach
Jun 2010 - Sep 2015
Corporate Executive Sales
Don Connelly & Associates
Apr 2009 - Jun 2010
Vp Sales & Marketing
Dec 1996 - Feb 2009
Vp Sales & Marketing
Thompson Wealth Management Ltd.
1992 - 1996
~4 yrs
Fan
1982 - 1983
~1 yr
FAQ
Frequently asked questions about Peter Fredericks
Quick answers generated from the profile data available on this page.
What company does Peter Fredericks work for?
Peter Fredericks works for CUSO Financial Service LP at Workers Credit Union Retirement Planning & Investme.
What is Peter Fredericks's role at CUSO Financial Service LP at Workers Credit Union Retirement Planning & Investme?
Peter Fredericks is listed as Financial Advisor at CUSO Financial Service LP at Workers Credit Union Retirement Planning & Investme.
What is Peter Fredericks's email address?
AeroLeads has found 1 work email signal at @edwardjones.com for Peter Fredericks at CUSO Financial Service LP at Workers Credit Union Retirement Planning & Investme.
What is Peter Fredericks's phone number?
AeroLeads has found 2 phone signal(s) with area code 978, 800 for Peter Fredericks at CUSO Financial Service LP at Workers Credit Union Retirement Planning & Investme.
Where is Peter Fredericks based?
Peter Fredericks is based in Greater Boston, United States, United States while working with CUSO Financial Service LP at Workers Credit Union Retirement Planning & Investme.
What companies has Peter Fredericks worked for?
Peter Fredericks has worked for Cuso Financial Service Lp At Workers Credit Union Retirement Planning & Investme, Cuso Financial Service Lp At Workers Credit Union Retirement Planning & Investment Center, Lincoln Financial Securities, Edward Jones, and Don Connelly & Associates.
How can I contact Peter Fredericks?
You can use AeroLeads to view verified contact signals for Peter Fredericks at CUSO Financial Service LP at Workers Credit Union Retirement Planning & Investme, including work email, phone, and LinkedIn data when available.
What skills is Peter Fredericks known for?
Peter Fredericks is listed with skills including Mutual Funds, Series 7, Investments, Financial Services, Series 63, Retirement Planning, Finance, and Portfolio Management.
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