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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frederic? Claim Your ProfileFrederic Kirby Newburger is a financial advisor with Benjamin F. Edwards & Company, Inc. He is a veteran of the financial industry, having been in the business since 1984. Frederic has a wide range of experience, including working with individuals, corporations, businesses, and pension and profit-sharing plans. He is registered to provide investment advice in 26 states and also holds licenses to sell securities in those states as well as in Texas. Frederic holds Series 7, 31 and 63 licenses, as well as the SIE and Series 65. His firm focuses on providing a range of services, including financial planning, portfolio management for businesses and individuals, educational seminars, and selection of other advisors.
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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LA
04/22/2016 - Present
Benjamin F. Edwards & Company, Inc. (Metairie LA)
LA
04/23/2010 - 04/25/2016
RAYMOND JAMES FINANCIAL SERVICES, INC. (METAIRIE LA)
LA
01/01/2008 - 04/26/2010
WELLS FARGO ADVISORS, LLC (MANDEVILLE LA)
LA
12/14/1999 - 01/03/2008
A. G. EDWARDS & SONS, INC. (MANDEVILLE LA)
MD
06/26/1990 - 12/13/1999
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
TN
04/23/1984 - 07/03/1990
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
IA
Issued 06/23/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/18/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 04/14/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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