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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 Craig Nelson is a financial advisor with D.A. Davidson & Co. based in Twin Falls, ID. Frederick has been in the industry since 1983. Frederick is registered in 18 states and holds the Series 7, Series 63, and Series 65 licenses. He is also registered with FINRA and the state of Idaho as an Investment Advisor Representative. Frederick offers a range of services including portfolio management, financial planning, pension consulting and educational seminars.
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.
A percentage of the total value of assets under management is charged.
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2
ID
03/20/2019 - Present
D.a. Davidson & Co. (TWIN FALLS ID)
ID
01/01/2008 - 06/24/2010
WELLS FARGO ADVISORS, LLC (TWIN FALLS ID)
ID
01/13/1989 - 01/03/2008
A. G. EDWARDS & SONS, INC. (TWIN FALLS ID)
NY
04/27/1984 - 02/07/1989
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
NA
02/24/1983 - 03/23/1984
EDWARD D. JONES & CO., L.P.
IA
Issued 11/21/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/23/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/19/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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