Unclaimed
Frederick Arvey Savel is an active investment advisor representative with LPL Financial LLC. Frederick has been in the industry since October 17, 2000. Frederick also previously worked for PNC Investments, Wells Fargo Clearing Services, LLC, INFINEX INVESTMENTS, INC., FIRST BROKERAGE AMERICA, L.L.C., WOODBURY FINANCIAL SERVICES, INC., U.S. BANCORP INVESTMENTS, INC., FIRSTAR INVESTMENT SERVICES,INC., BANC OF AMERICA INVESTMENT SERVICES, INC., and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Frederick is licensed to provide investment advice in Arizona, Florida, Illinois, and Missouri. Frederick is a registered representative with FINRA and also registered with the state of Missouri as an investment advisor representative.
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.
Consulting and other non-discretionary advisory services
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
MO
07/21/2021 - Present
LPL Financial LLC (ST LOUIS MO)
MO
04/12/2019 - 07/23/2021
PNC INVESTMENTS (ST. LOUIS MO)
MO
05/17/2017 - 04/04/2019
WELLS FARGO CLEARING SERVICES, LLC (CHESTERFIELD MO)
MO
01/18/2017 - 05/17/2017
INFINEX INVESTMENTS, INC. (Creve Coeur MO)
MO
08/22/2012 - 01/25/2017
FIRST BROKERAGE AMERICA, L.L.C. (CREVE COUER MO)
MO
11/16/2010 - 08/28/2012
WOODBURY FINANCIAL SERVICES, INC. (ST LOUIS MO)
MO
12/01/2001 - 11/19/2010
U.S. BANCORP INVESTMENTS, INC. (SAINT LOUIS MO)
NJ
04/30/2001 - 12/01/2001
FIRSTAR INVESTMENT SERVICES,INC. (MORRIS PLAINS NJ)
MA
02/09/2001 - 05/02/2001
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
10/11/2000 - 02/08/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 10/27/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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