Frederic H. Goldstein, CFP®
Senior Vice President—Investments
Fred Goldstein is a veteran financial advisor at Moors & Cabot, having worked out of the Boston office since April 1989. A graduate of Northeastern with a bachelor’s degree in Chemistry, Goldstein holds his Series 7, 63, & 65 licenses along with his variable annuity & life insurance certifications.
Before Fred started a career in financial services, he was 1st Lt. in the US Army. He entered the business as a Financial Advisor at F.S. Mosely, a full-service NYSE firm, and then became a partner/owner with Paul Dobbins to form Alternative Investment Corp. He would then move on to M&C as a money manager.
Mr. Goldstein prides himself on his integrity and holding himself to the highest of standards found in the financial industry. He uses his years of experience to tailor an investment plan that meets each client’s individual objectives and risk tolerance.
Fred enjoys watching sporting events, exercising and reading. Fred & his wife Barbara are parents of three and grandparents of five.
Check the background of this investment professional on FINRA’s BrokerCheck