Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Fredrik? Claim Your ProfileFredrik Axsater is a financial advisor with over 20 years of experience in the industry. Fredrik is a Registered Representative and Investment Advisor Representative in Missouri. Fredrik has worked with a variety of firms, including Wells Fargo Funds Distributor, LLC, State Street Global Markets, LLC, BlackRock Investments, LLC, and BlackRock Execution Services. Fredrik is currently employed by &Partners, a Registered Investment Advisor with offices in Nashville, Tennessee and Lidingo, Sweden. The firm manages over $1 billion in assets for individuals, corporations, trusts, estates, charitable organizations, and pension and profit-sharing plans. Fredrik specializes in portfolio management, financial planning, pension consulting, and educational seminars.
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.
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction
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.
Trans fee, service charges; 12b-1; money market trls; bdsp
1
2
NA
08/20/2024 - Present
&partners (Lidingo )
CA
12/21/2017 - 02/25/2020
WELLS FARGO FUNDS DISTRIBUTOR, LLC (SAN FRANCISCO CA)
CA
08/01/2011 - 04/03/2017
STATE STREET GLOBAL MARKETS, LLC (SAN FRANCISCO CA)
NY
03/29/2010 - 04/14/2011
BLACKROCK INVESTMENTS, LLC (NEW YORK NY)
CA
02/24/1997 - 04/14/2011
BLACKROCK EXECUTION SERVICES (SAN FRANCISCO CA)
BOTH
Issued 08/16/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/08/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/28/1998
Series 4 - Registered Options Principal Examination
BC
Issued 10/19/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/1997
Series 7 - General Securities Representative Examination
BC
Issued 12/10/1996
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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