Unclaimed
Frederick William Vanness is an active advisor with over 50 years of experience in the financial services industry. Frederick William Vanness is currently registered with Equitable Advisors, LLC and has held previous positions with The Equitable Life Assurance Society of the United States, Capital Analysts, Incorporated, and FML Funds Distribution Company. Frederick William Vanness has a strong track record of providing financial advice to individuals, families, and businesses. Frederick William Vanness is committed to helping clients achieve their financial goals and objectives.
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.
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.
1
2
NY
02/14/2012 - Present
Equitable Advisors, LLC (WEST SAYVILLE NY)
NY
06/23/1992 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
OH
02/01/1974 - 06/08/1992
CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)
NA
09/18/1968 - 02/01/1974
FML FUNDS DISTRIBUTION COMPANY
IA
Issued 04/26/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/09/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/1968
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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