Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frederic? Claim Your ProfileFrederic Jamet is a financial advisor with over 25 years of experience in the financial services industry. Frederic is currently registered with Raymond James & Associates, Inc. and has previously worked with RBC DAIN RAUSCHER INC., SUTRO & CO. INCORPORATED, EVEREN SECURITIES, INC., and PRUDENTIAL SECURITIES INCORPORATED. Frederic is licensed to provide investment advice in the state of California. Frederic also has a personal investment with Penso in Dana Point, California.
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.
Please see note in schedule d - miscellaneous
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
CA
07/31/2020 - Present
Raymond James & Associates, Inc. (NEWPORT BEACH CA)
NY
03/09/2002 - 03/10/2006
RBC DAIN RAUSCHER INC. (NEW YORK NY)
CA
11/06/1996 - 03/09/2002
SUTRO & CO. INCORPORATED (SAN FRANCISCO CA)
MO
09/14/1994 - 11/01/1996
EVEREN SECURITIES, INC. (ST. LOUIS MO)
NY
07/21/1994 - 09/22/1994
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BOTH
Issued 07/30/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/03/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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