Unclaimed
Frederick Bruce Salus is a financial advisor with over 30 years of experience in the industry. Frederick has been registered with Wells Fargo Clearing Services, LLC since 2016. Prior to this, Frederick was registered with a number of other firms, including Prudential Securities Incorporated, Oppenheimer & Co., Inc., and Stifel, Nicolaus & Company, Incorporated. Frederick holds a number of professional designations, including Certified Financial Planner. Frederick's specializations include providing financial planning, portfolio management for individuals and businesses, and investment consulting services to institutional clients.
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.
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.
Investment consulting services to institutional clients
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
FL
07/01/2003 - Present
Wells Fargo Clearing Services, LLC (PALM BEACH GARDENS FL)
NY
05/23/1994 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
10/29/1992 - 05/31/1994
OPPENHEIMER & CO., INC. (NEW YORK NY)
MO
11/18/1988 - 11/17/1992
STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST. LOUIS MO)
NA
02/01/1988 - 11/18/1988
ROWLAND, SIMON & CO.
NA
05/18/1987 - 02/01/1988
I.M. SIMON & CO., INC.
IA
Issued 08/02/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/13/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/1987
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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