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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frederick? Claim Your ProfileFrederick Alexander-neal Ballenger is a financial advisor with Fidelity Personal And Workplace Advisors, registered with the state of Wisconsin. Frederick has been in the securities industry since 2014, working at PNC Investments and Transamerica Investors Securities Corporation before joining Fidelity. Frederick has a Series 7, Series 66, and SIE license and has earned a Uniform Combined State Law Examination. Frederick works with individuals, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, charitable organizations, and state or municipal government entities. Frederick provides financial planning, educational seminars, and portfolio management services to clients.
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.
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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KY
11/01/2019 - Present
Fidelity Personal AND Workplace Advisors (COVINGTON KY)
NY
10/02/2018 - 10/07/2019
TRANSAMERICA INVESTORS SECURITIES CORPORATION (HARRISON NY)
WI
04/25/2014 - 09/27/2018
PNC INVESTMENTS (OAK CREEK WI)
BOTH
Issued 08/20/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/27/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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