Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frederick? Claim Your ProfileFrederick Mischler is a financial advisor with LPL Financial LLC. Frederick has been in the financial services industry since December 2011. Frederick is registered with the following states: California, Colorado, Florida, Georgia, Illinois, Indiana, Kansas, Louisiana, New York, North Dakota, Ohio, Oklahoma, Pennsylvania, Tennessee, Texas, Vermont, Virginia, and Washington. Frederick has been associated with LPL Financial LLC since July 2021. Prior to that, Frederick was with Waddell & Reed. Frederick holds the Series 7, Series 66, and SIE licenses. Frederick specializes in providing financial advice to individuals, families, and businesses. Frederick is also a registered insurance agent and has been providing insurance services since May 2016.
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.
Consulting and other non-discretionary advisory services
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.
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2
OK
07/21/2021 - Present
LPL Financial LLC (OKLAHOMA CITY OK)
OK
05/03/2016 - 07/21/2021
WADDELL & REED (LAWTON OK)
OK
12/14/2011 - 05/03/2016
EDWARD JONES (OKLAHOMA CITY OK)
BOTH
Issued 12/30/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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