Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frederick? Claim Your ProfileFrederick Francis Telarico is a financial advisor currently registered with Stifel, Nicolaus & Company, Inc. He has been active in the industry since 1993. Frederick Francis Telarico is also registered with UBS Financial Services Inc., Morgan Stanley Smith Barney, Citigroup Global Markets Inc., Morgan Stanley DW Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Frederick Francis Telarico specializes in providing financial planning, pension consulting, educational seminars, and portfolio management for individuals, businesses, and pooled investment vehicles.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
04/30/2024 - Present
Stifel, Nicolaus & Company, Inc. (Lighthouse Pt FL)
TX
04/29/2011 - 05/10/2024
UBS FINANCIAL SERVICES INC. (FT. WORTH TX)
CA
06/01/2009 - 05/20/2011
MORGAN STANLEY SMITH BARNEY (FALLBROOK CA)
CA
02/25/2005 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (FALLBROOK CA)
NY
04/18/2000 - 02/28/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
02/16/1993 - 04/10/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 07/08/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/22/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/30/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 02/10/1993
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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