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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Fredrik? Claim Your ProfileFredrik Andersson is an active investment advisor registered in 32 states, with a career in the industry spanning 30 years. Fredrik is a registered representative of Morgan Stanley and has worked with the firm since 2009. Prior to that, Fredrik was registered with MORGAN STANLEY & CO. INCORPORATED, MORGAN STANLEY DW INC., EQUICO SECURITIES, INC. and THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES. Fredrik is a licensed investment advisor representative in Arizona, Colorado, New Mexico, and Texas.
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
NM
06/01/2009 - Present
Morgan Stanley (LAS CRUCES NM)
NM
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (LAS CRUCES NM)
NM
08/06/1993 - 04/02/2007
MORGAN STANLEY DW INC. (LAS CRUCES NM)
NY
07/08/1993 - 07/20/1993
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
07/08/1993 - 07/20/1993
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 06/26/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/06/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/31/1995
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/31/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/1995
Series 3 - National Commodity Futures Examination
BC
Issued 10/11/1993
Series 31 - Futures Managed Funds Examination
BC
Issued 09/17/1993
Series 7 - General Securities Representative Examination
BC
Issued 07/06/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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