Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Fred? Claim Your ProfileFred Scheller is a financial advisor with over 40 years of experience in the financial industry. Fred is currently registered with Osaic Wealth, Inc. and has previously worked with SAGEPOINT FINANCIAL, INC., LPL FINANCIAL LLC, SII INVESTMENTS, INC., SUNAMERICA SECURITIES, INC., and WADDELL & REED, INC. Fred is a licensed investment advisor representative and a registered representative with SagePoint Advisors. Fred offers a variety of financial services, including financial planning, pension consulting, and portfolio management for businesses and individuals. Fred is also a licensed health insurance agent.
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.
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2
OR
09/01/2023 - Present
Osaic Wealth, Inc. (LAKE OSWEGO OR)
OR
08/31/2020 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (LAKE OSWEGO OR)
OR
02/14/2018 - 09/11/2020
LPL FINANCIAL LLC (LAKE OSWEGO OR)
OR
08/05/2016 - 02/14/2018
SII INVESTMENTS, INC. (LAKE OSWEGO OR)
OR
10/31/2005 - 08/15/2016
SAGEPOINT FINANCIAL, INC. (PORTLAND OR)
AZ
10/01/1992 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
CA
01/03/1990 - 10/01/1992
U.S. SECURITIES CLEARING CORP. (SAN DIEGO CA)
KS
09/13/1982 - 01/25/1990
WADDELL & REED, INC. (OVERLAND PARK KS)
IA
Issued 03/30/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/20/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/14/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/12/1990
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/1990
Series 7 - General Securities Representative Examination
BC
Issued 10/20/1988
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 09/20/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/07/1982
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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