Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frederick? Claim Your ProfileFrederick Ferdinand Ehrsam is a financial advisor who has been working in the industry since 1991. Frederick is currently registered with Raymond James Financial Services Advisors, Inc., and has also been registered with Wells Fargo Advisors, LLC, Morgan Stanley DW Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated and J. W. Gant & Associates, Inc. He is licensed in numerous states, including California, Colorado, Connecticut, Delaware, Florida, Georgia, Indiana, Louisiana, Maryland, Massachusetts, Mississippi, Missouri, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, South Dakota, Tennessee, Virginia and Washington. Frederick offers financial planning, portfolio management, and pension consulting services to both individuals and businesses. He holds a Series 7, Series 24, Series 31, Series 63, and Series 65 license.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
MD
09/23/2014 - Present
Raymond James Financial Services Advisors, Inc. (Bel Air MD)
MD
04/10/2003 - 09/23/2014
WELLS FARGO ADVISORS, LLC (SEVERN MD)
NY
10/31/1994 - 04/03/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
02/19/1992 - 11/02/1994
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
05/28/1991 - 01/30/1992
J. W. GANT & ASSOCIATES, INC.
IA
Issued 03/27/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/06/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/09/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 05/24/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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