Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Anthony Fredrickson is a financial advisor with over 19 years of experience in the industry. Keith is currently registered with Lincoln Investment and Capital Analysts in New York. Keith has been a registered representative since 2004 and has held previous positions with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Van Der Moolen Specialists USA, LLC. Keith is a Series 66, Series 7, Series 21, and Series 25 licensed representative. Keith holds licenses in 14 states and is also an active investment advisor representative in New York. Keith has experience working with a wide range of clients, including high-net-worth individuals, corporations, and pension and profit-sharing plans. Keith specializes in providing financial planning, portfolio management, and investment advice. Keith is dedicated to helping his clients achieve their financial goals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
FL
06/03/2024 - Present
Lincoln Investment (PALM BEACH GARDENS FL)
NY
08/28/2007 - 06/04/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
05/24/2004 - 03/26/2007
VAN DER MOOLEN SPECIALISTS USA, LLC (NEW YORK NY)
BOTH
Issued 10/29/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/2007
Series 7 - General Securities Representative Examination
BC
Issued 04/20/2005
Series 21 - NYSE Front Line Specialist Clerk
BC
Issued 10/07/2004
Series 25 - NYSE Trading Assistant Examination
Active
Inactive
F
FINRA
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