Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frederick? Claim Your ProfileFrederick Kelley is a financial advisor with over 25 years of experience in the financial services industry. He is currently registered with Empower Advisory Group, LLC. Frederick has worked with a variety of clients, including high-net-worth individuals, charitable organizations, corporations, and pension and profit-sharing plans. Frederick provides financial planning and portfolio management services to his clients. Frederick has a strong track record of success and is committed to providing his clients with the highest level of service.
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.
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
CO
04/28/2022 - Present
Empower Advisory Group, LLC (GREENWOOD VILLAGE CO)
NJ
01/18/2001 - 07/09/2021
FIDELITY BROKERAGE SERVICES LLC (MILLBURN NJ)
NY
08/17/1995 - 12/07/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
06/08/1994 - 06/09/1995
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 06/23/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/15/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/14/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/20/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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