Unclaimed
Frederick August Bluefeld has been in the financial services industry since 1983. Frederick currently works at Henley & Co. LLC located in BLUE BELL, PA. Frederick has previous work experience with PETERSEN INVESTMENTS, INC., UVEST FINANCIAL SERVICES GROUP, INC., PHILADELPHIA CORPORATION FOR INVESTMENT SERVICES, W. H. NEWBOLD'S SON & CO./HOPPER SOLIDAY & CO., INC., and HOPPER SOLIDAY & CO., INC. Frederick holds the Series 7, Series 24, Series 63, Series 99TO, and SIE licenses. Frederick is registered with the following states: California, Colorado, Connecticut, Delaware, Florida, Hawaii, Idaho, Illinois, Maine, Maryland, Massachusetts, Nebraska, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, Rhode Island, South Carolina, Texas, Virgin Islands, Virginia, and Wisconsin.
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.
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.
1
2
PA
06/06/2017 - Present
Henley & Co. LLC (BLUE BELL PA)
PA
11/28/2008 - 06/07/2017
PETERSEN INVESTMENTS, INC. (BLUE BELL PA)
PA
01/30/2007 - 12/01/2008
UVEST FINANCIAL SERVICES GROUP, INC. (WAYNE PA)
PA
06/01/1989 - 01/31/2007
PHILADELPHIA CORPORATION FOR INVESTMENT SERVICES (WAYNE PA)
NA
05/01/1989 - 07/03/1989
W. H. NEWBOLD'S SON & CO./HOPPER SOLIDAY & CO., INC.
NA
01/05/1983 - 05/01/1989
HOPPER SOLIDAY & CO., INC.
BC
Issued 01/03/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/05/1992
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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