Frederick G. Costantino
Professional summary
Frederick Gene Costantino JR, AIF®, CFP®, who also goes by Fred Gene Costantino Jr, Fred Costantino, is a registered financial advisor currently at IMPERATIVE WEALTH PLANNING located in Endwell, New York.
Frederick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Frederick has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6, Series 9 and Series 10 exams.
At a Glance
Services Offered
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Frederick Gene Costantino JR's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2016
Experience
July 24, 2026 - Present
IMPERATIVE WEALTH PLANNING
June 16, 2021 - January 16, 2026
S.E.E.D. PLANNING GROUP, LLC
September 27, 2013 - July 14, 2016
MORGAN STANLEY
September 27, 2013 - July 14, 2016
MORGAN STANLEY
October 13, 2010 - September 30, 2013
WELLS FARGO CLEARING SERVICES, LLC
January 30, 2009 - September 30, 2013
WELLS FARGO CLEARING SERVICES, LLC
April 16, 2002 - February 2, 2009
RAYMOND JAMES FINANCIAL SERVICES, INC.
October 26, 1998 - April 17, 2002
CARILLON INVESTMENTS, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/24/2026)
Exams
Current Firm
IMPERATIVE WEALTH PLANNING
CRD#: 343196 / SEC#:
Contact information
Red Flags
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