Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Fred? Claim Your ProfileFred Ross Rhoads is an investment advisor representative with Osaic Wealth, Inc. Fred has been in the financial industry since 1989 and has worked for several firms, including Waddell & Reed, Pruco Securities, LLC, and MONY Securities Corp. Fred is registered with the state of Idaho and holds the following securities licenses: Series 7, Series 63, Series 65, Series 24, Series 51, and Series 26. Fred specializes in providing financial planning, portfolio management, and pension consulting services to a wide range of clients, including individuals, businesses, and charitable organizations. Fred also holds the SIE exam and has experience in the insurance industry.
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
ID
06/07/2021 - Present
Osaic Wealth, Inc. (BOISE ID)
CA
08/28/2009 - 04/30/2021
WADDELL & REED (LAFAYETTE CA)
CA
02/13/1996 - 06/11/2009
PRUCO SECURITIES, LLC. (FRESNO CA)
NY
02/06/1990 - 01/16/1996
MONY SECURITIES CORP. (NEW YORK NY)
NY
02/06/1990 - 10/15/1990
THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK (NEW YORK NY)
NA
02/23/1989 - 05/09/1989
ADAMS SECURITIES, INC.
OR
01/03/1989 - 03/07/1989
HAMILTON, WILLIAMS & CO., INC. (PORTLAND OR)
NA
10/19/1988 - 01/03/1989
POWER SECURITIES CORPORATION
IA
Issued 08/28/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/29/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/14/2009
Series 24 - General Securities Principal Examination
BC
Issued 06/26/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 07/13/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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