Unclaimed
Frederick Cook is a financial advisor at Stratos Wealth Partners, Ltd.. Frederick has been in the financial industry since 1990 and has experience working with high net worth individuals, corporations and individuals other than high net worth. Frederick offers financial planning, portfolio management, and pension consulting services.
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.
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.
Percentage of assets under management with third party managers
1
2
OH
03/16/2016 - Present
Stratos Wealth Partners, Ltd. (HUDSON OH)
OH
02/02/2009 - 11/02/2009
KEY INVESTMENT SERVICES LLC (BROOKLYN OH)
OH
01/02/2003 - 02/15/2007
MCDONALD INVESTMENTS INC. (HUDSON OH)
WI
12/14/1990 - 08/25/1999
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
12/14/1990 - 04/30/1998
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BOTH
Issued 03/24/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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