Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Fredrick? Claim Your ProfileFredrick Eugene Donovan is an investment advisor representative with Raymond James Financial Services Advisors, Inc. located in Vancouver, Washington. Fredrick has over 28 years of experience in the financial services industry. Prior to joining Raymond James, Fredrick was a financial advisor with Edward Jones. Fredrick is licensed to sell securities in 27 states and holds Series 63, 65, 66, 7, 9, and 10 licenses. Fredrick provides investment advice to a variety of clients, including high-net-worth individuals, corporations, and pension 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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
WA
08/19/2015 - Present
Raymond James Financial Services Advisors, Inc. (VANCOUVER WA)
WA
10/20/1997 - 04/30/2015
EDWARD JONES (VANCOUVER WA)
CA
05/20/1994 - 10/23/1997
WM FINANCIAL SERVICES, INC. (IRVINE CA)
MN
02/01/1994 - 05/24/1994
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
02/01/1994 - 05/24/1994
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 03/23/2007
Series 66 - Uniform Combined State Law Examination
IA
Issued 11/15/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/15/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/17/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/20/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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