Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Fred? Claim Your ProfileFred Richard Elledge is a financial advisor with Raymond James Financial Services Advisors, Inc. Fred has been in the financial services industry since 1988. Fred has a broad range of experience, having worked for several well-known firms such as Wells Fargo Advisors, LLC, UBS Financial Services Inc., Piper Jaffray & Co., Salomon Smith Barney Inc., Lehman Brothers Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Fred is a Certified Financial Planner and is registered to provide investment advice in Washington and Texas. Fred has a wide range of experience working with clients across various industries.
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
WA
09/07/2016 - Present
Raymond James Financial Services Advisors, Inc. (Vancouver WA)
WA
08/16/2006 - 09/14/2016
WELLS FARGO ADVISORS, LLC (VANCOUVER WA)
OR
08/12/2006 - 09/05/2006
UBS FINANCIAL SERVICES INC. (PORTLAND OR)
OR
03/11/1999 - 08/12/2006
PIPER JAFFRAY & CO. (PORTLAND OR)
NY
07/31/1993 - 02/22/1999
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
07/19/1993 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
01/19/1988 - 07/21/1993
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 08/05/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/04/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/21/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/03/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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