Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Clare? Claim Your ProfileClare Terese Frederick is a financial advisor with Stratos Wealth Partners, Ltd. Clare has over 30 years of experience in the financial services industry. Clare is registered with the state of Pennsylvania and holds Series 6, 7, 63 and 65 licenses. Clare offers a variety of financial services, including financial planning, portfolio management for individuals and businesses, and pension consulting.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Percentage of assets under management with third party managers
1
2
PA
01/05/2012 - Present
Stratos Wealth Partners, Ltd. (PITTSBURGH PA)
PA
01/01/2004 - 12/16/2011
PNC INVESTMENTS (PITTSBURGH PA)
KY
10/08/1999 - 01/01/2004
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
PA
03/09/1998 - 10/09/1999
PNC BROKERAGE CORP (PITTSBURGH PA)
NY
09/08/1992 - 03/13/1998
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
09/08/1992 - 03/13/1998
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 04/27/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/08/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/1993
Series 7 - General Securities Representative Examination
BC
Issued 09/03/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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