Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frederick? Claim Your ProfileFrederick Roy Larsen is a financial advisor with over 20 years of experience in the industry. He is currently registered with Oppenheimer & Co. Inc. in New York. Frederick Roy Larsen has previously held positions with Piper Jaffray & Co., Deutsche Bank Securities Inc., Salomon Smith Barney Inc., Salomon Brothers Inc. and Paine Webber Incorporated. He is licensed to provide investment advice and sell securities in the state of New York.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NY
07/23/2014 - Present
Oppenheimer & Co. Inc. (NEW YORK NY)
NY
04/26/2010 - 03/13/2013
PIPER JAFFRAY & CO. (NEW YORK NY)
NY
11/27/2001 - 12/16/2003
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
NY
11/28/1997 - 06/12/2001
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
07/01/1996 - 09/01/1998
SALOMON BROTHERS INC. (NEW YORK NY)
NJ
01/07/1991 - 06/24/1996
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
BC
Issued 04/23/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/27/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/2010
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 01/03/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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