Unclaimed
Frederick Scholtz is an investment advisor representative registered with Scott Capital Partners. Frederick is also registered with the states of Connecticut and Wyoming. Frederick's previous employment was with McFarland Dewey Securities Co., L.P. in New York, NY, and their registration was effective from 6/25/1997 to 1/8/2002. Frederick has passed the Series 7, Series 63, and Series 65 examinations.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Carried interest and overhead reimbursement
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CT
12/11/2017 - Present
Scott Capital Partners (DARIEN CT)
NY
06/25/1997 - 01/08/2002
MCFARLAND DEWEY SECURITIES CO., L.P. (NEW YORK NY)
IA
Issued 12/11/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/02/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/24/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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