Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frederic? Claim Your ProfileFrederic Steele is an Investment Advisor Representative with Cetera Investment Advisers LLC. Frederic is a financial professional with over 25 years of experience in the industry. Frederic is registered to offer investment advice in Texas and West Virginia. Frederic is also a registered representative in multiple states. Frederic previously worked with VOYA FINANCIAL ADVISORS, INC., MORGAN STANLEY SMITH BARNEY, MORGAN STANLEY & CO. INCORPORATED and MORGAN STANLEY DW INC.. Frederic specializes in financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/9/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 8/12/1999
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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