Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frederick? Claim Your ProfileFrederick Angst is a registered investment advisor with Osaic Wealth, Inc. Frederick has been in the financial services industry since 2001. Frederick's career has included experience at Securities America, Inc. and LPL Financial LLC. Frederick holds licenses to provide investment advice in several states, including Alabama, Arkansas, California, Colorado, Delaware, Florida, Indiana, Kentucky, Maryland, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Vermont, Virginia and Washington. Frederick provides financial planning and investment management services to individuals, businesses, and charitable organizations.
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.
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2
AL
06/14/2024 - Present
Osaic Wealth, Inc. (BIRMINGHAM AL)
AL
02/17/2015 - 06/14/2024
SECURITIES AMERICA, INC. (BIRMINGHAM AL)
AL
08/08/2011 - 02/26/2015
LPL FINANCIAL LLC (VESTAVIA HILLS AL)
AL
06/28/2004 - 08/08/2011
SECURITIES AMERICA, INC. (BIRMINGHAM AL)
IN
12/05/2003 - 07/01/2004
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
12/05/2003 - 07/01/2004
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MA
06/13/2001 - 12/19/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
BOTH
Issued 06/19/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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