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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 Charles Shibel is an investment advisor representative at Stifel, Nicolaus & Company, Inc. in Skaneateles, NY. Frederick has been working in the financial services industry since March 18, 1985. Frederick is registered with both the state of New York and Texas. Frederick is a licensed Series 7 and Series 63 representative. Frederick's firm specializes in providing financial planning, portfolio management, and pension consulting to a variety of clients, including individuals, businesses, and investment companies.
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.
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
NY
01/22/2018 - Present
Stifel, Nicolaus & Company, Inc. (SKANEATELES NY)
NY
06/01/2009 - 10/24/2017
MORGAN STANLEY (SKANEATELES NY)
NY
05/30/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (SYRACUSE NY)
NY
01/01/2008 - 06/04/2008
WACHOVIA SECURITIES, LLC (DEWITT NY)
NY
03/23/1998 - 01/03/2008
A. G. EDWARDS & SONS, INC. (DEWITT NY)
CT
03/19/1985 - 03/23/1998
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
NA
03/19/1985 - 10/19/1992
HOME LIFE INSURANCE COMPANY
BC
Issued 07/12/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 03/16/1985
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX 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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