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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 MacHolz is an investment advisor representative with Wells Fargo Clearing Services, LLC in Richmond, Virginia. Fredric has been in the industry since 1990 and is registered with the state of Virginia. He is also registered with the state of Texas. Fredric has a wide range of experience in the financial services industry, including investment consulting services to institutional clients, financial planning, pension consulting, and portfolio management for businesses and individuals. Fredric specializes in providing financial advice and investment management services to individuals, corporations, and other businesses.
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.
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.
Investment consulting services to institutional clients
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.
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2
VA
11/05/2013 - Present
Wells Fargo Clearing Services, LLC (RICHMOND VA)
VA
08/14/2000 - 11/12/2013
UBS FINANCIAL SERVICES INC. (RICHMOND VA)
NY
03/13/1998 - 08/14/2000
J.C. BRADFORD & CO. (NEW YORK NY)
NC
05/24/1993 - 04/03/1998
WHEAT, FIRST SECURITIES, INC. (CHARLOTTE NC)
NY
02/15/1990 - 06/02/1993
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED (NEW YORK NY)
BOTH
Issued 10/29/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/05/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/23/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/22/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/2005
Series 3 - National Commodity Futures Examination
BC
Issued 11/18/1989
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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