Unclaimed
Ted William Drost has been in the financial services industry since April 5, 2007. Ted is a registered Investment Advisor Representative with Fragasso Financial Advisors. He is registered in the states of Pennsylvania and Texas. Ted is also a Series 6, 7, and 63 licensed representative and holds the Series 65 and SIE licenses. Ted has a Certified Financial Planner designation.
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.
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
PA
07/05/2018 - Present
Fragasso Financial Advisors (Wexford PA)
PA
09/15/2015 - 08/03/2018
LPL FINANCIAL LLC (WEXFORD PA)
PA
06/02/2008 - 08/28/2015
ROYAL ALLIANCE ASSOCIATES, INC. (CARNEGIE PA)
PA
03/05/2007 - 04/30/2008
NFP SECURITIES, INC. (BRIDGEVILLE PA)
IA
Issued 08/12/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/13/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/2008
Series 7 - General Securities Representative Examination
BC
Issued 03/03/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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