Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Fred? Claim Your ProfileFred R Van meter is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. in SUGAR LAND, TX. Fred has been in the industry since 1993. Fred is registered with the state of Texas and has Series 7, Series 31, Series 63 and SIE licenses. Fred previously worked at MORGAN STANLEY & CO. INCORPORATED and MORGAN STANLEY DW INC. Fred has worked with clients including individuals, high-net-worth individuals, corporations, insurance companies, pension plans and charitable organizations.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
TX
10/17/2008 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SUGAR LAND TX)
TX
04/02/2007 - 10/21/2008
MORGAN STANLEY & CO. INCORPORATED (HOUSTON TX)
TX
09/08/1993 - 04/02/2007
MORGAN STANLEY DW INC. (HOUSTON TX)
NY
01/25/1993 - 08/24/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
BC
Issued 01/28/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/1993
Series 31 - Futures Managed Funds Examination
BC
Issued 01/21/1993
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Fred Van meter is the right advisor for you? Invested Better is here to help.
