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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 McDonald has been in the financial services industry since March 10, 2010. Frederick is a Registered Representative and Investment Advisor Representative. Frederick is currently registered with US Advisory Group in Beverly, MA. Frederick has also been previously registered with Private Client Services, LLC and Transamerica Financial Advisors, Inc. Frederick's certifications include the Series 6, Series 7, Series 63, and Series 65 exams. Frederick specializes in retirement planning, college savings plans, and investment management. Frederick's firm, US Advisory Group, is an independent investment advisor firm that provides financial planning, investment management, and 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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Consulting
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.
1
2
MA
05/20/2013 - Present
US Advisory Group (BEVERLY MA)
MA
02/29/2016 - 05/02/2022
PRIVATE CLIENT SERVICES, LLC (Beverly MA)
MA
01/06/2016 - 03/05/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (WAKEFIELD MA)
MA
03/20/2013 - 12/31/2015
TRANSAMERICA FINANCIAL ADVISORS, INC (WAKEFIELD MA)
MA
03/09/2010 - 03/18/2013
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
IA
Issued 05/15/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/29/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/2012
Series 7 - General Securities Representative Examination
BC
Issued 03/08/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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