Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frederick? Claim Your ProfileFrederick Vallette McNair has been in the financial services industry since May 14, 1986. Frederick is a Registered Representative and Investment Advisor Representative. Frederick is currently registered with Valmark Advisers, Inc., Frederick previously worked at Securian Financial Services, Inc. and Capitol Securities Management, Inc. Frederick holds the Series 63, 65, 7 and SIE exams and has been registered in 27 states. Frederick specializes in providing financial planning, portfolio management, and consulting services to individuals, families, and businesses.
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.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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2
MD
08/02/2001 - Present
Valmark Advisers, Inc. (Annapolis MD)
MN
04/25/1991 - 07/26/2001
SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)
VA
01/21/1986 - 12/31/1990
CAPITOL SECURITIES MANAGEMENT, INC. (GLEN ALLEN VA)
IA
Issued 12/21/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/19/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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