Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Fredereksen is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Scott is registered with FINRA and is a registered investment advisor. Scott has been in the industry since December 4, 2005. Scott has a broad range of experience serving clients across various states and industries. Scott's experience includes working with individuals, families, businesses, and institutions. Scott holds multiple licenses, including Series 6, Series 7, and Series 66. Scott's primary practice is located in Pittsford, NY.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
NY
06/22/2020 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (PITTSFORD NY)
NY
11/20/2007 - 09/16/2011
HSBC SECURITIES (USA) INC. (PENFIELD NY)
NY
10/19/2005 - 10/31/2007
CHASE INVESTMENT SERVICES CORP. (ROCHESTER NY)
BOTH
Issued 12/01/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/03/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/2011
Series 7 - General Securities Representative Examination
BC
Issued 10/18/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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