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Frederick Williams

Investment Advisor Representative, Branch Office Supervisor at Transamerica Financial Advisors, Inc.
Intro Book
Seasoned financial professional with 36 years of experience in insurance, real estate, and financial advisory services.
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Location
Inglewood, California, United States, US
Skills
  • Insurance
  • Real Estate
  • Financial Advisory
  • Fixed Annuities
  • Mortgage Lending
  • Show all
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Bio

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Frederick Williams is a seasoned financial professional with 36 years of experience in insurance, real estate, and financial advisory services. He has a Master of Business Administration (M.B.A.) from Stanford University Graduate School of Business and a Bachelor of Science (BS) in Economics from California Institute of Technology. Williams has worked in various roles, including CEO, AVP, Investment Advisor Representative, Branch Office Supervisor, and Broker, providing expertise in insurance, fixed annuities, mortgage lending, life insurance, disability insurance, asset management, commercial insurance, and long-term care insurance.

Experience

  • Transamerica Financial Advisors, Inc.
    • Torrance, CA
    • Investment Advisor Representative, Branch Office Supervisor
      • Jan 2012 - Present
      • Torrance, CA

      I provide investment strategies, insurance products and retirement vehicles. I educate clients about the complexities of retirement and how to prepare for life unexpected circumstances.Transamerica Financial Advisors, Inc. financial professionals may only transact business in states where they are registered. Any individual communication trying to effect a transaction in securities or the rendering of personalized investment advice for compensation will not be made to persons.Securities and Investment Advisory Services offered through Transamerica Financial Advisors, Inc. (TFA), Member FINRA, MSRB, SIPC, and Registered Investment Advisor. 2751327For more information visit www.finra.org and www.SIPC.org

  • World Financial Group (WFG)
    • Los Angeles, CA
    • Senior Associate
      • 2010 - Present
      • Los Angeles, CA

      California license DOI: 0E49650Educating families about money, the value of life insurance and planning for retirement. I also offer other financial services such as Term and Universal life Insurance as well as Fixed and Indexed Annuities.I would like to offer a complimentary review to anyone who has not received this valuable service.Insurance products offered through World Financial Group Insurance Agency, LLC., World Financial Group Insurance Agency of Hawaii, Inc., World Financial Group Insurance Agency of Massachusetts, Inc., World Financial Agency, LLC., and/or WFG Insurance Agency of Puerto Rico, Inc. - collectively (WFG).WFG Headquarters: 11315 Johns Creek Parkway, Suite 200, Johns Creek, GA 30097-1517. Phone: 770-453.9300.

  • RunRight Insurance Services
    • Inglewood, CA
    • Broker
      • Jan 2006 - Present
      • Inglewood, CA

      California License DOI: 0F17011We offer a variety of Insurance services including; auto, home, health, business and commercial insurance.

  • RunRight Realty
    • Los Angeles, CA
    • Broker
      • Aug 1987 - Present
      • Los Angeles, CA

      California License DRE: 963865RunRight Realty services Southern California. We are experts in Short Sales, REO Purchases and Foreclosure prevention. We also provide assistance in the purchase of commercial and residential notes.

  • F. D. Williams and Associates
    • Los Angeles, CA
    • CEO
      • Aug 1985 - Jul 1987
      • Los Angeles, CA

      Facilities consulting to the Banking industry.

  • Security Pacific Bank
    • Los Angeles, CA
    • AVP
      • Aug 1977 - Jul 1985
      • Los Angeles, CA

      Developed internal accounting and management systems.

Education

  • 1975 - 1976
    Stanford University Graduate School of Business
    Master of Business Administration (M.B.A.), Finance & Accounting
  • 1969 - 1974
    California Institute of Technology
    Bachelor of Science (BS), Economics
  • 1967 - 1969
    Los Angeles High School
    Science and math

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Banking and Financial Services”

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