Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon Andrew Frederickson is a financial professional with over two decades of experience in the financial services industry. Jon's expertise spans a range of services including financial planning and portfolio management for individuals. Jon's current role is as a Registered Representative with Park Avenue Securities LLC, where Jon has been employed since 2021. Prior to joining Park Avenue Securities, Jon was a registered representative with Pruco Securities, LLC. Jon has held several other industry roles with firms such as NYLife Securities Inc., Farmers Financial Solutions, LLC, and Investors Brokerage Services, Inc. Jon holds several professional licenses including Series 6, Series 7, Series 26, and Series 63, as well as the Series 66. Jon is a Chartered Financial Consultant (ChFC).
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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2
WI
08/30/2021 - Present
Park Avenue Securities LLC (WATERFORD WI)
WI
11/08/2007 - 02/26/2020
PRUCO SECURITIES, LLC. (WAUWATOSA WI)
TX
11/20/2002 - 01/03/2007
PRUCO SECURITIES, LLC. (HOUSTON TX)
NY
01/05/2001 - 10/21/2002
NYLIFE SECURITIES INC. (NEW YORK NY)
CA
09/08/2000 - 11/27/2000
FARMERS FINANCIAL SOLUTIONS, LLC (WESTLAKE VILLAGE CA)
IL
12/17/1999 - 09/08/2000
INVESTORS BROKERAGE SERVICES, INC. (ELGIN IL)
BOTH
Issued 12/10/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/24/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/31/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/2003
Series 7 - General Securities Representative Examination
BC
Issued 12/16/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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