Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Fredrickson is a financial advisor at United Planners' Financial Services of America. William has been in the financial services industry since March 1998. William is registered with the state of New Mexico and Texas, and is licensed to provide financial advice in Arizona, California, Colorado, Florida, Georgia, Massachusetts, Montana, Nevada, New Jersey, New Mexico, New York, North Carolina, Oregon, South Carolina, Texas and Washington. William has a series 66, Series 7, Series 24, and SIE license. William specializes in Financial Planning, Pension Consulting, Portfolio Management for Individuals, and Selection of Other Advisers. William has worked for UBS Financial Services Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated in the past. William has a strong reputation for providing excellent customer service and has consistently achieved high levels of client satisfaction. William is a valuable resource for individuals seeking financial advice.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
Helps you choose top advisors aligned with your financial goals.
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.
1
2
NM
03/08/2007 - Present
United Planners' Financial Services OF America A Limited Partner (ALBUQUERQUE NM)
NM
10/24/2003 - 03/07/2007
UBS FINANCIAL SERVICES INC. (SANTA FE NM)
NY
03/10/1998 - 10/30/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 03/18/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/11/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/09/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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