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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 Means is a financial advisor at Fisher Investments, with over 15 years of experience in the industry. Frederick has a strong background in investment management, having worked at Charles Schwab & Co., Inc. and TD Ameritrade, Inc. before joining Fisher Investments. Frederick holds the Series 63, 66, 7 and 10 licenses. He is a Certified Financial Planner™ and specializes in providing financial advice to individuals, families, and businesses. Frederick is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.
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.
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.
Portfolio assessment
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
08/16/2022 - Present
Fisher Investments (PLANO TX)
IN
12/15/2015 - 08/03/2021
CHARLES SCHWAB & CO., INC. (Indianapolis IN)
IN
10/22/2013 - 12/01/2015
TD AMERITRADE, INC. (INDIANAPOLIS IN)
IN
06/19/2006 - 10/14/2013
CHARLES SCHWAB & CO., INC. (INDIANAPOLIS IN)
BOTH
Issued 10/25/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/18/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/02/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/10/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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