Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frederick? Claim Your ProfileFrederick Stoutland is an investment advisor representative at Wells Fargo Clearing Services, LLC, specializing in investment advisory services. Frederick has over 2 years of experience in the financial services industry and has a strong understanding of the investment management process. Frederick is committed to providing personalized financial advice and working with clients to develop strategies that meet their individual needs. Frederick holds FINRA Series 7TO and 66 licenses, and the SIE designation. Frederick is also a member of the BMW Car Club of America and serves on the investment committee.
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
FL
02/21/2020 - Present
Wells Fargo Clearing Services, LLC (TARPON SPRINGS FL)
BOTH
Issued 02/21/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/08/2020
Series 7TO - General Securities Representative Examination
BC
Issued 12/02/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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