Unclaimed
Fredrick Benton Bickett is a financial advisor with over 25 years of experience in the industry. Fredrick is currently registered with Morgan Stanley in Scottsdale, Arizona. Prior to joining Morgan Stanley, Fredrick was employed with CHARLES SCHWAB & CO., INC. and OPTIONSXPRESS, INC. Fredrick is a Series 24, Series 4, Series 10, Series 9, Series 57TO, SIE, Series 3, Series 55, and Series 7 licensed professional. Fredrick is also registered in all 50 states and Puerto Rico. Fredrick specializes in providing financial advice to individuals, corporations, businesses, investment companies, charitable organizations, insurance companies, banking or thrift institutions, and pension and profit-sharing plans.
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
AZ
09/09/2019 - Present
Morgan Stanley (Scottsdale AZ)
AZ
05/29/1996 - 06/17/2019
CHARLES SCHWAB & CO., INC. (Phoenix AZ)
AZ
01/02/2015 - 11/14/2017
OPTIONSXPRESS, INC. (PHOENIX AZ)
BC
Issued 05/30/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/21/2009
Series 24 - General Securities Principal Examination
BC
Issued 12/19/2008
Series 4 - Registered Options Principal Examination
BC
Issued 10/04/1999
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/04/1999
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2017
Series 3 - National Commodity Futures Examination
BC
Issued 02/21/2004
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 03/29/1996
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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