Unclaimed
Frederick Jon Metzger is a financial advisor with Osaic Wealth, Inc. based in St. Petersburg, Florida. Frederick has been in the financial services industry since 1982 and has experience with a variety of financial products and services. Frederick holds licenses in Florida and several other states, including Alabama, California, Hawaii, Maryland, Michigan, New Jersey, New York, North Carolina, Texas, and Virginia.
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.
A percentage of the total value of assets under management is charged.
1
2
FL
01/19/2024 - Present
Osaic Wealth, Inc. (ST. PETERSBURG FL)
FL
03/01/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
FL
12/13/2013 - 03/01/2019
QUESTAR CAPITAL CORPORATION (ST. PETERSBURG FL)
FL
12/12/2012 - 01/06/2014
STERNE AGEE FINANCIAL SERVICES, INC. (ST PETERSBURG FL)
FL
04/03/2009 - 01/29/2013
STERLING ENTERPRISES GROUP, INC. (ST. PETERSBURG FL)
FL
01/01/2008 - 04/03/2009
WACHOVIA SECURITIES, LLC (TAMPA FL)
FL
10/19/1982 - 01/03/2008
A. G. EDWARDS & SONS, INC. (TAMPA FL)
NA
03/30/1982 - 10/05/1982
PAINE, WEBBER, JACKSON & CURTIS INC.
BC
Issued 05/19/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/1985
Series 15 - Foreign Currency Options Examination
BC
Issued 03/20/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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