Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frederick? Claim Your ProfileFrederick Nazario is a financial advisor registered with Tiaa-Cref Individual & Institutional Services, LLC in Portland, OR. Frederick has been working in the financial industry since 2016. Frederick has experience with Vanguard Marketing Corporation and Morgan Stanley, where Frederick held positions in Portland and Scottsdale, AZ. Frederick has been a registered representative since 2020, holding licenses for Series 7, Series 63, Series 66, and SIE. Frederick's primary focus is on providing financial planning and portfolio management services to individuals and businesses. Frederick is also a registered investment advisor in Oregon and is active in the state of Oregon and Washington.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Compensation from affiliates
1
2
OR
10/19/2023 - Present
Tiaa-Cref Individual & Institutional Services, LLC (PORTLAND OR)
OR
03/23/2023 - 08/11/2023
MORGAN STANLEY (Portland OR)
OR
12/11/2020 - 08/11/2023
E*TRADE SECURITIES LLC (Portland OR)
AZ
06/21/2016 - 10/26/2018
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
BOTH
Issued 12/15/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/21/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/10/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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