Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frederick? Claim Your ProfileFrederick Walz is a registered investment advisor representative with PFS Investments Inc., a firm based in Duluth, Georgia. Frederick has been active in the financial services industry since February 1983. Frederick holds licenses to practice in Florida and Michigan. Frederick is a Series 6, 26, 63, and 65 licensed representative. Frederick offers financial planning and portfolio management services to individuals, charitable organizations, corporations, and other businesses.
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.
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.
A percentage of the total value of assets under management is charged.
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2
MI
08/04/2011 - Present
PFS Investments Inc. (LAPEER MI)
IA
Issued 06/06/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/16/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/16/1987
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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