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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Fredric? Claim Your ProfileFredric Stephen Bayles III is a financial advisor with over 38 years of experience. Fredric is currently registered with Morgan Stanley in San Diego, CA, and is also a registered representative with FINRA. Fredric has experience with several firms including WELLS FARGO ADVISORS, LLC, PRUDENTIAL SECURITIES INCORPORATED, and E. F. HUTTON & COMPANY INC. Fredric is a Registered Investment Advisor and holds several industry designations, including Series 7, Series 3, Series 63, Series 65, and Series 8. Fredric specializes in providing financial planning, portfolio management, and investment advisory services to individuals, high-net-worth individuals, insurance companies, charitable organizations, pension and profit-sharing plans, corporations or other businesses, state or municipal government entities, and other investment advisors.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CA
03/19/2020 - Present
Morgan Stanley (San Diego CA)
CA
07/01/2003 - 05/25/2016
WELLS FARGO ADVISORS, LLC (SAN DIEGO CA)
NY
09/17/1986 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
12/21/1983 - 09/22/1986
E. F. HUTTON & COMPANY INC
IA
Issued 03/30/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/10/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/30/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/1985
Series 3 - National Commodity Futures Examination
BC
Issued 12/17/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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