Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Fred? Claim Your ProfileFred Berne McNeely is a financial advisor at Raymond James Financial Services Advisors, Inc. Fred has been in the financial services industry since December 28, 1981. Fred is registered with FINRA and has a Series 7, Series 63, Series 9, Series 10, and Series 65 license. Fred is also registered with the state of California and Texas as an Investment Advisor Representative. Fred has experience working with a variety of clients including individuals, families, businesses, and institutions. Fred is committed to providing his clients with personalized financial advice and investment management services that help them achieve their financial goals.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
CA
10/16/2024 - Present
Raymond James Financial Services Advisors, Inc. (NORTHRIDGE CA)
CA
04/19/2001 - 05/28/2009
CITIGROUP GLOBAL MARKETS INC. (SHERMAN OAKS CA)
MO
09/04/1990 - 04/11/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NA
12/22/1981 - 09/04/1990
BATEMAN EICHLER, HILL RICHARDS, INCORPORATED
IA
Issued 06/02/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/14/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/15/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/05/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/1977
PC - AMEX Put and Call Exam
BC
Issued 11/27/1972
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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