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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 Wise is an investment advisor representative at Janney Montgomery Scott LLC. Frederick has been in the financial services industry for over 25 years. Frederick holds the Series 7, Series 63, and Series 65 licenses, as well as the SIE exam certification. Frederick has been registered with the Securities and Exchange Commission (SEC) since 2006 and is currently registered with the SEC and the state of Pennsylvania. Frederick specializes in a variety of financial services including financial planning, portfolio management, and pension consulting. Frederick's firm, Janney Montgomery Scott LLC, is an independent investment firm with a long history of serving individual and 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.
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.
Fee plus commission
1
2
PA
10/10/2008 - Present
Janney Montgomery Scott LLC (York PA)
IA
Issued 01/30/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/14/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/05/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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