Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frederick? Claim Your ProfileFrederick Joseph Schultz is an Investment Advisor Representative with J.p. Morgan Securities LLC. Frederick has been in the securities industry for over 30 years, working with various financial institutions. Frederick is registered in several states to provide investment advisory services. In addition to providing financial planning services, Frederick also helps clients with portfolio management.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
DC
09/19/2019 - Present
J.p. Morgan Securities LLC (Washington DC)
DC
08/05/2011 - 09/27/2019
UBS FINANCIAL SERVICES INC. (WASHINGTON DC)
MD
06/01/2009 - 08/23/2011
MORGAN STANLEY SMITH BARNEY (BETHESDA MD)
MD
11/07/2001 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (BETHESDA MD)
NY
08/13/1996 - 11/26/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
03/14/1991 - 06/10/1996
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
03/14/1991 - 06/10/1996
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
NY
11/20/1989 - 01/08/1991
D. H. BLAIR & CO., INC. (NEW YORK NY)
NA
09/19/1989 - 10/25/1989
ROYCE PARK INVESTMENTS, INC.
IA
Issued 08/18/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/27/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/16/1995
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 09/16/1989
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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