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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 Erwin Xuereb is a financial advisor with Mercer Global Advisors Inc. in San Francisco, California. Frederick has been working in the industry since 1984. Frederick has also worked with Charles Schwab & Co., Inc., and Charles Schwab Bank. Frederick is registered as an Investment Advisor Representative in California and Texas. Frederick holds the Series 63, 66, 4, 7, 8, and 24 licenses. Frederick is a member of the Finance Committee at St. Ignatius Parish.
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.
Trust services, estate planning, tax return preparation, consultation
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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CA
06/30/2023 - Present
Mercer Global Advisors Inc. (San Francisco CA)
AZ
05/24/1985 - 01/19/2016
CHARLES SCHWAB & CO., INC. (PHOENIX AZ)
BOTH
Issued 10/21/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/12/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/21/2013
Series 4 - Registered Options Principal Examination
BC
Issued 02/04/2012
Series 24 - General Securities Principal Examination
BC
Issued 08/04/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/19/2016
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/1985
Series 7 - General Securities Representative Examination
Active
Inactive
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