Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frederick? Claim Your ProfileFrederick William Stansberry is an investment advisor representative who has been working in the financial services industry since November 10, 2015. Frederick is currently registered with Brokers International Financial Services, LLC, a firm headquartered in Urbandale, Iowa. Frederick has a broad range of experience, having worked for firms such as PRUCO SECURITIES, LLC., QUESTAR CAPITAL CORPORATION, and SUNTRUST INVESTMENT SERVICES, INC. Frederick is registered in Florida, North Carolina, and South Carolina, and he holds Series 6, 7, 63, and 65 licenses, as well as the Securities Industry Essentials Examination. Frederick's primary specialization is in providing portfolio management services for individuals and investment companies. In addition, Frederick is a substitute teacher at Henderson County Public Schools and works as an agent for the National Agents Alliance.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Percentage of assets managed by third-party advisor firms
1
2
IA
01/19/2024 - Present
Brokers International Financial Services, LLC (URBANDALE IA)
NC
02/20/2019 - 01/10/2024
PRUCO SECURITIES, LLC. (Hendersonville NC)
NC
09/06/2017 - 02/13/2019
QUESTAR CAPITAL CORPORATION (HENDERSONVILLE NC)
NC
01/27/2016 - 09/06/2017
SUNTRUST INVESTMENT SERVICES, INC. (HENDERSONVILLE NC)
NC
04/14/2015 - 07/13/2015
SUNTRUST INVESTMENT SERVICES, INC. (HENDERSONVILLE NC)
IA
Issued 08/09/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/12/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/2016
Series 7 - General Securities Representative Examination
BC
Issued 04/14/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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