Unclaimed
Edward Leonard Fredericks is a financial professional with over 30 years of experience in the securities industry. Edward has been active in the industry since April 1983, and is currently a registered representative with J. W. Cole Advisors, Inc.. Previously, Edward worked with First Allied Securities, Inc., FFP Securities, Inc. and Pruco Securities Corporation. Edward is a licensed securities agent in several states, and holds the Series 6, Series 63 and SIE licenses. Edward's area of expertise is in providing financial planning, portfolio management, and investment advice. He is a specialist in working with individuals and businesses.
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.
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.
Hourly & fixed rate consulting
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
02/03/2017 - Present
J. W. Cole Advisors, Inc. (Glastonbury CT)
CT
05/30/2008 - 01/31/2017
FIRST ALLIED SECURITIES, INC. (GLASTONBURY CT)
CT
04/10/1995 - 05/30/2008
FFP SECURITIES, INC. (GLASTONBURY CT)
NJ
02/19/1983 - 02/02/1995
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 12/15/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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