Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Neil? Claim Your ProfileNeil Frederickson is a financial advisor at Charles Schwab & CO., Inc. based in Edina, MN. Neil has been in the industry since 2022 and has a Series 66 license, as well as a Series 7TO and SIE. Neil's prior experience includes working at MML Investors Services, LLC in Scottsdale, AZ.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
MN
04/10/2024 - Present
Charles Schwab & CO., Inc. (Edina MN)
AZ
02/24/2023 - 03/27/2024
MML INVESTORS SERVICES, LLC (Scottsdale AZ)
BOTH
Issued 05/09/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/24/2023
Series 7TO - General Securities Representative Examination
BC
Issued 05/04/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Neil Frederickson is the right advisor for you? Invested Better is here to help.
