Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Fredric? Claim Your ProfileFredric Susser is a financial advisor with Charles Schwab & CO., Inc. Fredric has over 25 years of experience in the financial industry, and has been a registered representative since 1997. Fredric specializes in providing financial planning and investment advice. He is also a Certified Financial Planner. Fredric is licensed in numerous states across the country. He is registered with Charles Schwab & CO., Inc. and previously worked with TD AMERITRADE, INC., WALTON SECURITIES, INC., USAA FINANCIAL ADVISORS, INC., USAA INVESTMENT MANAGEMENT COMPANY and VANGUARD MARKETING CORPORATION.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
AZ
01/26/2022 - Present
Charles Schwab & CO., Inc. (Scottsdale AZ)
AZ
08/02/2010 - 05/19/2024
TD AMERITRADE, INC. (Scottsdale AZ)
AZ
06/01/2010 - 06/16/2010
WALTON SECURITIES, INC. (SCOTTSDALE AZ)
AZ
05/03/2010 - 05/14/2010
WALTON SECURITIES, INC. (SCOTTSDALE AZ)
AZ
09/07/2007 - 03/01/2010
USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)
AZ
09/02/2004 - 12/31/2007
USAA INVESTMENT MANAGEMENT COMPANY (PHOENIX AZ)
TX
09/21/2000 - 08/05/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
PA
04/08/1998 - 09/08/2000
VANGUARD MARKETING CORPORATION (MALVERN PA)
PA
05/16/1997 - 02/09/1998
VANGUARD MARKETING CORPORATION (MALVERN PA)
IA
Issued 03/06/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/25/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/04/2007
Series 24 - General Securities Principal Examination
BC
Issued 08/29/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/30/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/1998
Series 7 - General Securities Representative Examination
BC
Issued 05/14/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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