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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 Lawrence Jones is a financial advisor with over 28 years of experience in the financial services industry. Frederic currently works at Osaic Wealth, Inc. in Charlotte, NC. Frederic Lawrence Jones holds the Series 6, 7, 24, 63 and 65 licenses. Frederic is also a Certified Financial Planner. Frederic Lawrence Jones specializes in providing financial planning, pension consulting, educational seminars and portfolio management services to individuals, businesses, and charitable organizations. Frederic Lawrence Jones has worked with over 100,000 clients and manages over $94 billion in assets.
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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NC
11/02/2018 - Present
Osaic Wealth, Inc. (CHARLOTTE NC)
NC
08/01/1991 - 11/02/2018
SIGNATOR INVESTORS, INC. (CHARLOTTE NC)
MA
08/01/1991 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 02/10/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/31/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/26/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2006
Series 7 - General Securities Representative Examination
BC
Issued 07/31/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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