Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frederic? Claim Your ProfileFrederic Sjostrom is a financial advisor who has been in the industry for over 25 years. Frederic has a broad background in the financial industry having worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated before joining Wells Fargo Advisors in 2014. Frederic is currently registered with Wells Fargo Clearing Services, LLC and has a strong understanding of the needs of his clients. Frederic provides a variety of financial services to his clients, including financial planning, portfolio management, and investment consulting. He is committed to helping his clients achieve their financial goals.
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.
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.
Investment consulting services to institutional clients
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
AL
10/10/2014 - Present
Wells Fargo Clearing Services, LLC (PELHAM AL)
AL
10/01/1996 - 10/14/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BIRMINGHAM AL)
NY
06/06/1995 - 08/22/1995
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 06/21/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/21/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 06/05/1995
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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