Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frederick? Claim Your ProfileFrederick Russell Bitsky is an Investment Advisor Representative at LPL Financial LLC. Frederick has been in the securities industry since 1991. Frederick has a Series 63, Series 51, Series 24, SIE, and Series 7. Frederick is also a Certified Financial Planner. Frederick is registered to offer investment advisory services in Connecticut, Virginia, California, Florida, Illinois, Maine, Massachusetts, New Hampshire, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, West Virginia and more. Frederick also has experience with Wealthguard LLC.
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.
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.
Consulting and other non-discretionary advisory services
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.
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CT
08/09/2013 - Present
LPL Financial LLC (WESTPORT CT)
NY
01/10/1991 - 11/22/1994
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 01/17/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/22/2004
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 02/13/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/09/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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