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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 William Jackson is a financial advisor with Avantax Advisory Services. Frederick has been in the financial industry since 2001 and holds the Series 7, Series 63, and Series 65 licenses as well as the SIE exam. Frederick has a diverse background, having worked with several firms over the years. Frederick is also a Certified Financial Planner and a Chartered Financial Analyst. Frederick works with a variety of clients including high net worth individuals, corporations, and pension plans. Frederick's primary focus is on providing comprehensive financial planning services, including investment management, retirement planning, and insurance.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
MA
10/25/2019 - Present
Avantax Advisory Services (OSTERVILLE MA)
MA
09/26/2019 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (OSTERVILLE MA)
MA
05/16/2017 - 09/25/2019
LPL FINANCIAL LLC (ROCKLAND MA)
MA
07/25/2013 - 05/16/2017
INFINEX INVESTMENTS, INC. (Harwich MA)
MA
05/31/2011 - 10/09/2012
DWS INVESTMENTS DISTRIBUTORS, INC (BOSTON MA)
MA
02/04/2008 - 05/31/2011
DEAM INVESTOR SERVICES, INC. (BOSTON MA)
NY
03/21/1995 - 09/27/2002
SCUDDER INVESTOR SERVICES, INC. (NEW YORK NY)
IA
Issued 03/29/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/18/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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