Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frederick? Claim Your ProfileFrederick Oneil Terrell has been in the financial industry since 2003 and is currently registered with Wells Fargo Securities, LLC. Frederick has a wide range of experience in the financial industry, having worked for several leading firms including Credit Suisse Securities (USA) LLC and CS First Boston Corporation. Frederick is a licensed investment banking registered representative and has successfully passed the Series 7, Series 79, and Securities Industry Essentials exams. Frederick is a well-rounded financial professional with a strong background in investment banking and securities trading. Frederick is currently registered in Colorado, District of Columbia, Florida, Louisiana, Maryland, and Puerto Rico.
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.
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.
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2
CA
03/21/2024 - Present
Wells Fargo Securities, LLC (LOS ANGELES CA)
NY
11/03/2020 - 09/12/2022
AVIDITI FINANCIAL, LLC (New York NY)
NY
01/12/2011 - 02/19/2019
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
NY
07/23/1985 - 09/27/1996
CS FIRST BOSTON CORPORATION (NEW YORK NY)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/11/2011
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 07/20/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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