Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frederick? Claim Your ProfileFrederick Mowery is a financial professional with over 30 years of experience in the financial services industry. Frederick currently is registered with Compass Financial Management LLC and is located in Allen, Texas. Frederick has previously been associated with several other firms including Worth Financial Group Inc., Prospera Financial Services, Inc., Oxford Financial Group, Rushmore Securities Corporation, Comerica Financial Services, Inc., Hibernia Investment Securities Inc., Cambridge-Newport Company, Inc., Sunamerica Securities, Inc., Southmark Financial Services, Inc., Gillespie & Holland, Inc., and FEC Securities Corporation. Frederick specializes in providing financial planning, portfolio management for individuals, and pension consulting services.
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.
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.
A percentage of the total value of assets under management is charged.
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2
TX
09/28/2021 - Present
Compass Financial Management LLC (Allen TX)
TX
06/02/2004 - 11/11/2008
WORTH FINANCIAL GROUP INC. (DALLAS TX)
TX
11/25/2003 - 06/11/2004
PROSPERA FINANCIAL SERVICES, INC. (DALLAS TX)
TX
10/28/1999 - 12/31/2001
OXFORD FINANCIAL GROUP (HOUSTON TX)
TX
10/23/1995 - 10/20/1999
RUSHMORE SECURITIES CORPORATION (DALLAS TX)
NA
01/01/1994 - 12/15/1994
COMERICA FINANCIAL SERVICES, INC.
LA
12/18/1990 - 01/07/1992
HIBERNIA INVESTMENT SECURITIES INC. (NEW ORLEANS LA)
MA
12/07/1989 - 11/16/1990
CAMBRIDGE-NEWPORT COMPANY, INC. (SPRINGFIELD MA)
AZ
06/18/1989 - 12/31/1989
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
NA
09/20/1988 - 06/18/1989
SOUTHMARK FINANCIAL SERVICES, INC.
NA
04/29/1986 - 09/07/1988
GILLESPIE & HOLLAND, INC.
NA
04/16/1984 - 08/09/1985
FEC SECURITIES CORPORATION
BC
Issued 04/27/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/21/1985
Series 39 - Direct Participation Programs Principal Examination
BC
Issued 07/19/1986
Series 7 - General Securities Representative Examination
BC
Issued 04/13/1984
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
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