Unclaimed
Edward Charles Fredericks is an investment advisor representative with Equitable Advisors, LLC. Edward has been in the securities industry since 1992. Edward is registered with Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC). He has passed the Series 6, 7, 26, 63, and 65 exams. Edward specializes in financial planning, portfolio management for businesses and individuals, and pension consulting. Edward has also worked as a representative for MONY Securities Corporation, Trusted Securities Advisors Corp., MetLife Securities Inc., and Metropolitan Life Insurance Company. Edward's firm, Equitable Advisors, LLC, is headquartered in New York, NY and has approximately 141,324 clients with total assets under management of 32,266,275,228.
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.
1
2
CT
02/10/2022 - Present
Equitable Advisors, LLC (MILFORD CT)
NY
07/12/1996 - 06/01/2005
MONY SECURITIES CORPORATION (NEW YORK NY)
NY
08/29/2001 - 12/02/2003
TRUSTED SECURITIES ADVISORS CORP. (NEW YORK NY)
MA
01/20/1992 - 07/12/1996
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
01/20/1992 - 07/12/1996
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 12/30/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/24/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/17/1995
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/27/1998
Series 7 - General Securities Representative Examination
BC
Issued 01/17/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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