Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Randall Frederick is a financial advisor who has been in the industry since 1984. William is currently registered with Piper Sandler & Co. and has previously worked with Northeast Securities, Inc., Hefren-Tillotson, Inc. and Russell, Rea & Zappala, Inc. William is licensed to sell securities in Pennsylvania. He holds Series 63, SIE, and Series 52 licenses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Analytical reports/public finance consulting 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
02/11/2011 - Present
Piper Sandler & Co. (PITTSBURGH PA)
PA
11/01/2004 - 02/18/2011
NORTHEAST SECURITIES, INC. (PITTSBURGH PA)
PA
12/08/1990 - 11/01/2004
HEFREN-TILLOTSON, INC. (PITTSBURGH PA)
PA
04/04/1984 - 11/30/1990
RUSSELL, REA & ZAPPALA, INC. (PITTSBURGH PA)
BC
Issued 07/03/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/1984
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
New York Stock Exchange
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