Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frederick? Claim Your ProfileFrederick Gene Costantino is a financial advisor with over 35 years of experience in the industry. Frederick is currently registered with Morgan Stanley and has held previous roles at firms such as WELLS FARGO ADVISORS, LLC and RAYMOND JAMES FINANCIAL SERVICES, INC. Frederick is a licensed securities professional with a broad range of certifications including Series 63, 65, 7, 22, 24, 51, and SIE.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
04/02/2020 - Present
Morgan Stanley (BINGHAMTON NY)
NY
01/30/2009 - 09/30/2013
WELLS FARGO ADVISORS, LLC (JOHNSON CITY NY)
NY
04/16/2002 - 02/02/2009
RAYMOND JAMES FINANCIAL SERVICES, INC. (VESTAL NY)
OH
07/16/1986 - 04/17/2002
CARILLON INVESTMENTS, INC. (CINCINNATI OH)
IA
Issued 06/13/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/07/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/29/2004
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 06/26/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/09/2002
Series 7 - General Securities Representative Examination
BC
Issued 01/25/1999
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 07/14/1988
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 07/07/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/21/1977
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Frederick Costantino is the right advisor for you? Invested Better is here to help.
