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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you J frederick? Claim Your ProfileJ Frederick Schoellkopf VI is an active Investment Advisor Representative (IAR) and Broker-Dealer (BD) registered in New York and Texas. J Frederick has been in the industry since July 1990, and is currently employed by Morgan Stanley. Prior to joining Morgan Stanley, J Frederick was employed by Citigroup Global Markets Inc. and Morgan Stanley & Co., Incorporated. J Frederick holds Series 7, 9, 31, 63 and 65 securities licenses, as well as the SIE exam.
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
NY
04/02/2020 - Present
Morgan Stanley (Buffalo NY)
NY
05/11/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (BUFFALO NY)
NY
04/02/2007 - 05/14/2007
MORGAN STANLEY & CO., INCORPORATED (WILLIAMSVILLE NY)
NY
07/31/1990 - 04/02/2007
MORGAN STANLEY DW INC. (WILLIAMSVILLE NY)
IA
Issued 05/11/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/21/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/09/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/1993
Series 31 - Futures Managed Funds Examination
BC
Issued 07/30/1990
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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