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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 Briggs Schirmer is a financial advisor currently registered with Fidelity Personal And Workplace Advisors. Frederick has been in the financial services industry since March 8, 2015, and holds the Series 63, Series 66 and Series 7 licenses as well as the SIE exam. In addition to being registered in Ohio, Frederick is also registered in several other states including Texas, California, Florida, Michigan, New Mexico, North Carolina, Pennsylvania, South Carolina, South Dakota, and West Virginia. Frederick has been working at Fidelity Personal And Workplace Advisors since July 2018. Prior to that, Frederick worked at Fidelity Brokerage Services, LLC in Covington, Kentucky. Frederick specializes in working with individuals, businesses, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans.
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.
1
2
OH
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (WESTLAKE OH)
BOTH
Issued 11/24/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/16/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/09/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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