Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frederick? Claim Your ProfileFrederick Mecklenburg is an investment advisor representative at Robertson Investment Management, where he has been employed since January 2011. Frederick has over 40 years of experience in the financial services industry, working with individuals, families, and businesses in Texas. Frederick is registered to provide advisory services in Texas and New Mexico. His previous experience includes working for LPL Financial Corporation, Securities America, Inc., and First Allied Securities, Inc.
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.
Personalized portfolio management to meet individual financial objectives.
Referrals to third-party money manager portfolios
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
TX
01/07/2011 - Present
Robertson Investment Management (HOUSTON TX)
TX
12/04/2019 - 06/14/2024
SECURITIES AMERICA, INC. (HOUSTON TX)
TX
05/03/2010 - 11/22/2019
FIRST ALLIED SECURITIES, INC. (HOUSTON TX)
TX
07/02/2003 - 05/03/2010
LPL FINANCIAL CORPORATION (HOUSTON TX)
TX
04/14/2000 - 06/04/2003
WESTCOTT SECURITIES, LLC (HOUSTON TX)
TX
09/06/1994 - 02/10/1998
MCFARLAND, GROSSMAN & COMPANY (HOUSTON TX)
NA
03/09/1994 - 05/23/1994
VICTORIA SECURITIES CORPORATION
TX
07/27/1993 - 01/12/1994
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
MD
02/08/1993 - 07/20/1993
CALVERT SECURITIES CORPORATION (BETHESDA MD)
SC
09/15/1992 - 02/12/1993
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NY
05/23/1989 - 09/21/1992
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
12/09/1986 - 03/14/1989
PRUDENTIAL-BACHE SECURITIES INC. (NEW YORK NY)
NA
11/16/1984 - 12/03/1986
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
08/01/1984 - 12/03/1984
CYPRES, ROSS AND ASSOCIATES, INC.
NA
03/23/1981 - 07/02/1984
E. F. HUTTON & COMPANY INC
BC
Issued 04/02/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/17/1987
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/1987
Series 15 - Foreign Currency Options Examination
BC
Issued 11/18/1987
Series 5 - Interest Rate Options Examination
BC
Issued 08/05/1983
Series 3 - National Commodity Futures Examination
BC
Issued 03/21/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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