Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frederick? Claim Your ProfileFrederick Vicario is a financial advisor registered with Fidelity Personal And Workplace Advisors. Frederick has been in the industry since May 2015 and is licensed in 18 states. Frederick is also registered with the state of Texas as an Investment Advisor Representative. Frederick has been employed with Fidelity Personal And Workplace Advisors since July 2021. Prior to this, Frederick worked with Citizens Securities, Inc. in Quincy, Massachusetts and Ameriprise Financial Services, LLC in Canton, Massachusetts. Frederick holds Series 66, SIE and Series 7 licenses.
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.
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
MA
02/16/2023 - Present
Fidelity Personal AND Workplace Advisors (CHESTNUT HILL MA)
MA
06/19/2020 - 06/25/2021
CITIZENS SECURITIES, INC. (QUINCY MA)
MA
11/27/2019 - 03/26/2020
AMERIPRISE FINANCIAL SERVICES, LLC (CANTON MA)
MA
08/18/2015 - 10/29/2019
COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. (BOSTON MA)
RI
10/28/2014 - 07/29/2015
WELLS FARGO ADVISORS, LLC (PROVIDENCE RI)
BOTH
Issued 01/08/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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