Unclaimed
Fredrick Gerald Baskin is a registered representative with Charles Schwab & CO., Inc. Fredrick has been in the industry since 2018 and has a variety of experience in financial services. Fredrick holds the Series 7, Series 63, SIE and Series 99TO licenses. Previously, Fredrick was registered with AXOS CLEARING LLC and TD AMERITRADE, INC. Fredrick is currently registered with the state of Nebraska, and 52 other states.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
NE
03/13/2023 - Present
Charles Schwab & CO., Inc. (Omaha NE)
NE
10/03/2019 - 07/18/2022
AXOS CLEARING LLC (Omaha NE)
NE
06/06/2018 - 09/27/2019
TD AMERITRADE, INC. (OMAHA NE)
BC
Issued 06/15/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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