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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frederick? Claim Your ProfileFrederick Greene is a financial advisor with Raymond James Financial Services Advisors, Inc. based in The Woodlands, Texas. Frederick has over 40 years of experience in the financial services industry. Frederick is a Registered Representative and Investment Advisor Representative. Frederick is also a FINRA arbitrator. Frederick is the Executive VP, Portfolio Manager, and Financial Advisor at Woodforest Financial Services and Woodforest Wealth Strategies.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
TX
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (The Woodlands TX)
NY
01/03/2003 - 05/06/2003
FAHNESTOCK & CO. INC. (NEW YORK NY)
NY
07/13/2000 - 01/03/2003
CIBC WORLD MARKETS CORP. (NEW YORK NY)
MO
10/13/1995 - 07/21/2000
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NA
09/05/1995 - 09/27/1995
EVEREN SECURITIES, INC.
NJ
10/19/1989 - 09/07/1995
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
05/09/1986 - 04/05/1990
ROTAN MOSLE INC.
NA
05/25/1983 - 05/21/1986
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 10/14/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/26/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/30/2012
Series 4 - Registered Options Principal Examination
BC
Issued 07/20/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/12/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/06/1987
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/1990
Series 3 - National Commodity Futures Examination
BC
Issued 06/23/1983
Series 5 - Interest Rate Options Examination
BC
Issued 05/21/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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