Peter has enjoyed a distinguished 19 year career as a banking and financial services professional. A graduate of Boston College with an MBA from Suffolk University, Peter specializes in pre and post-retirement planning for a clientele consisting of small business owners, successful professionals, and retired individuals. He holds FINRA Series 7 and 66 Securities Registrations as well as his Life Insurance License.
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Peter Fredericksen
Assistant Vice President/B.O.C. Financial Services
Investment Executive/Infinex Investments Inc.
Phone: 781.830.6544
Email Peter
Ask me about...
- Maximizing Retirement Income
- Minimizing Investment Portfolio Risk
- 401(k) Rollovers & IRA Contributions
- Long Term Wealth Accumulation
- College Planning
- Tax Advantaged Planning & Life Insurance
Advisor's Corner
Membership & Community
- FINRA Series 7 and Series 66 Registered Representative
- Licensed Life Insurance Producer
- Member Hyannis Rotary Club
Investment products and services are offered through INFINEX INVESTMENTS, Inc. Member FINRA/SIPC. Insurance products are offered through Infinex Insurance Agency of Massachusetts, Inc. Infinex and the bank are not affiliated. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value. |