Unclaimed
Scott Allen Fredrickson is an investment advisor representative with Osaic Wealth, Inc., based in Shelley, ID. Scott has been in the financial services industry since 1987. He has a wide range of experience in providing investment advice and financial planning to individuals, businesses, and institutions. Scott is registered to provide investment advice and securities services in several states. Scott is committed to helping clients achieve their financial goals and is a trusted resource for investment advice and financial planning.
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.
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.
1
2
ID
11/03/2023 - Present
Osaic Wealth, Inc. (SHELLEY ID)
ID
02/27/2009 - 11/03/2023
FSC SECURITIES CORPORATION (SHELLEY ID)
ID
11/22/1993 - 02/27/2009
ADVANTAGE CAPITAL CORPORATION (IDAHO FALLS ID)
MN
05/26/1989 - 11/26/1993
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
05/26/1989 - 11/26/1993
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
GA
10/21/1987 - 06/28/1989
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
IA
Issued 02/01/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/16/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/24/2001
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 72 - Government Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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