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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 Steele has been an active financial professional since 1997. Frederic is currently registered with Cetera Investment Advisers LLC and provides financial services through the firm. Frederic has a wide range of experience with various financial products and services and holds multiple securities licenses. His career has included affiliations with several firms including VOYA FINANCIAL ADVISORS, INC., MORGAN STANLEY SMITH BARNEY, and THE HUNTINGTON INVESTMENT COMPANY. Frederic Steele is dedicated to providing comprehensive financial planning and portfolio management services to individuals, corporations, businesses, pension and profit sharing plans, and charitable organizations.
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
WV
06/29/2023 - Present
Cetera Investment Advisers LLC (BRIDGEPORT WV)
WV
02/22/2010 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (BRIDGEPORT WV)
WV
06/01/2009 - 02/24/2010
MORGAN STANLEY SMITH BARNEY (BRIDGEPORT WV)
WV
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (BRIDGEPORT WV)
WV
06/16/1999 - 04/02/2007
MORGAN STANLEY DW INC. (BRIDGEPORT WV)
OH
11/25/1997 - 05/18/1999
THE HUNTINGTON INVESTMENT COMPANY (COLUMBUS OH)
IA
Issued 10/28/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/17/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 08/12/1999
Series 7 - General Securities Representative Examination
BC
Issued 11/24/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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