Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Fredric? Claim Your ProfileFredric Mayerson is a financial advisor with over 35 years of experience in the financial services industry. Fredric is currently registered with Osaic Wealth, Inc. and holds a Series 7, Series 63 and SIE license. Fredric has experience providing financial advice to a variety of clients, including individuals, corporations, and pension plans. Fredric also provides financial planning, investment management, and insurance products.
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.
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2
NY
11/03/2023 - Present
Osaic Wealth, Inc. (NORTH WOODMERE NY)
NY
01/13/2005 - 11/03/2023
FSC SECURITIES CORPORATION (NORTH WOODMERE NY)
GA
04/22/1998 - 12/31/2004
FSC SECURITIES CORPORATION (ATLANTA GA)
NY
04/10/1997 - 04/28/1998
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
NY
05/07/1993 - 04/09/1997
JARON EQUITIES CORP. (HICKSVILLE NY)
PA
04/12/1991 - 05/13/1993
LINCOLN INVESTMENT PLANNING, INC. (FORT WASHINGTON PA)
NY
06/01/1990 - 04/01/1991
NORTHEAST SECURITIES, INC. (MITCHELFIELD NY)
NY
12/06/1989 - 06/08/1990
DUNHILL EQUITIES, INC. (GARDEN CITY NY)
NA
04/18/1988 - 09/06/1989
INDEPENDENT FINANCIAL SECURITIES, INC.
NA
12/04/1987 - 04/07/1988
LIFE PLANNING INC.
BC
Issued 12/15/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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