Best Investors Account Sign in
Current Employers
United Planners' Financial Services Of America A Limited Partner

7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States

Current Registrations

AuthorityCategoryStatusDate
NM RA APPROVED 2007-03-08
TX RA APPROVED 2007-03-08
  • NM RA
    APPROVED
    Since 2007-03-08
  • TX RA
    APPROVED
    Since 2007-03-08

Branch Locations

5100-A San Francisco Ne, Albuquerque, NM 87109 • United States

7333 E. Doubletree Ranch Road #120, Scottsdale, AZ 85258-2023 • UNITED STATES

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
United Planners' Financial Services Of America Scottsdale AZ 01/2007 Present
William Fredrickson Albuquerque NM 06/1998 Present
Fredrickson Financial Services Pc Albuquerque NM 02/2008 04/2019
Wade O Fredrickson Albuquerque NM 02/2019 06/2019
Fredrickson Financial Services Pc Albequerque NM 02/2008 Present
  • 01/2007 → Present
    United Planners' Financial Services Of America
    Scottsdale, AZ
  • 06/1998 → Present
    William Fredrickson
    Albuquerque, NM
  • 02/2008 → 04/2019
    Fredrickson Financial Services Pc
    Albuquerque, NM
  • 02/2019 → 06/2019
    Wade O Fredrickson
    Albuquerque, NM
  • 02/2008 → Present
    Fredrickson Financial Services Pc
    Albequerque, NM
Previous Registrations
Other Businesses

1.) WILLIAM FREDRICKSON INDEPENDENT INSURANCE - AGENT/REP - INSURANCE AND FINANCIAL SERVICES - ALBUQUERQUE, NM - SINCE 01/2007 - INVESTMENT RELATED 2.) FREDRICKSON FINANCIAL SERVICES PC - PRESIDENT - S-CORPORATION - ALBUQUERQUE, NM - SINCE 02/2008 - INVESTMENT RELATED 3.) WILLIAM FREDRICKSON - LIFE, ACCIDENT, HEALTH, & VARIABLE CONTRACTS AGENT - NON-VARIABLE INSURANCE - ALBUQUERQUE, NM - SINCE 06/1998 - INVESTMENT RELATED

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 1998-03-18
  • S66 Uniform Combined State Law Examination
    1998-03-18
Other Names
  • Bill Fredrickson
  • William P Fredrickson

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Albuquerque, NM

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor