Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frederick? Claim Your ProfileFrederick Paige is an investment advisor representative with Money Concepts Capital Corp. He has been in the industry since 1990 and has held various positions at firms such as J.P. Morgan Securities LLC, PNC Investments, and NatCity Investments, Inc. Frederick Paige is registered with the state of Indiana and Kentucky. He also holds Series 4, 6, 7, 22, 24, 51, 52, 53, 62, 63, and 65 licenses. Frederick Paige provides financial planning, portfolio management for businesses and individuals, as well as general 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
General consulting services
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 fee
1
2
KY
05/29/2015 - Present
Money Concepts Capital Corp. (Taylorsville KY)
KY
12/14/2012 - 03/12/2014
J.P. MORGAN SECURITIES LLC (OWENSBORO KY)
KY
11/13/2009 - 12/06/2012
PNC INVESTMENTS (LOUISVILLE KY)
KY
01/13/1997 - 11/13/2009
NATCITY INVESTMENTS, INC. (LOUISVILLE KY)
MA
12/11/1996 - 01/17/1997
COLONIAL INVESTMENT SERVICES, INC. (BOSTON MA)
OH
06/01/1996 - 11/27/1996
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
NA
02/05/1993 - 06/01/1996
NATIONAL CITY INVESTMENTS CORPORATION
NA
01/06/1992 - 02/04/1993
LIBERTY INVESTMENT SERVICES, INC.
NA
01/21/1985 - 04/22/1986
BREWER SMITH SECURITIES CO.
NA
04/11/1983 - 11/28/1984
IDS MARKETING CORPORATION
NA
04/11/1983 - 11/28/1984
IDS/AMERICAN EXPRESS INC.
IA
Issued 07/28/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/24/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/15/2013
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/21/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 03/22/1999
Series 4 - Registered Options Principal Examination
BC
Issued 04/30/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/1993
Series 7 - General Securities Representative Examination
BC
Issued 12/15/1992
Series 52 - Municipal Securities Representative Examination
BC
Issued 09/11/1992
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 12/24/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/01/1984
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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