Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Fred? Claim Your ProfileFred Harvey Spicknall is an investment advisor representative who is registered with Cambridge Investment Research Advisors, Inc. Fred has been in the industry since 2006 and holds the Series 7, Series 24, and Series 66 licenses. Fred has experience working with individuals, high-net-worth individuals, and retirement plans. Fred is also an independent insurance agent for various insurance companies.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
CA
07/22/2016 - Present
Cambridge Investment Research Advisors, Inc. (SAN JOSE CA)
CA
02/27/2009 - 03/04/2011
ONEAMERICA SECURITIES, INC. (SAN JOSE CA)
CA
06/05/2008 - 11/19/2008
PRINCOR FINANCIAL SERVICES CORPORATION (SAN JOSE CA)
CA
06/14/2006 - 05/08/2008
WADDELL & REED, INC. (CAMPBELL CA)
BOTH
Issued 08/07/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/11/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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