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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frederick? Claim Your ProfileFrederick J. Cordisco is an investment advisor representative associated with Morgan Stanley. Frederick is a well-experienced professional in the financial services industry with a record dating back to April 29, 1994. Frederick has held previous roles with UBS Financial Services Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated and Royal Alliance Associates, Inc. Frederick specializes in providing asset allocation advice, financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, individuals and investment companies.
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
NJ
12/08/2023 - Present
Morgan Stanley (TOMS RIVER NJ)
NJ
10/19/2012 - 12/19/2023
UBS FINANCIAL SERVICES INC. (MANASQUAN NJ)
NJ
03/12/1998 - 10/22/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (TOMS RIVER NJ)
AZ
04/25/1994 - 03/06/1998
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
IA
Issued 06/24/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/25/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/24/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/25/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 04/22/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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