Frederick HaasCRD Number: 6197451
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Frederick Haas (CRD# 6197451) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Greensburg, PA and has over 2 years of experience in the finance industry.
C.b. Bond Financial Planning, Inc.
Staley Capital Advisers Inc.
Xpyria Investment Advisors, Inc.
|Bank Of America, N.a.||Greensburg, PA||Nov 2014 - Current||2|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Greensburg, PA||Aug 2014 - Current||3|
|Parkmed||Pittsburgh, PA||Jan 2014 - Aug 2014||< 1|
|Keystone Financial Group||Lexington, KY||May 2013 - Dec 2013||< 1|
|University Of Kentucky||Lexington, KY||Aug 2009 - Dec 2013||4|
|Idle Hour Country Club||Lexington, KY||May 2013 - Oct 2013||< 1|
|Baierl Automotive||Wexford, PA||May 2012 - Aug 2012||< 1|
|Baierl Automotive||Wexford, PA||May 2010 - Aug 2010||< 1|
|North Allegheny||Wexford, PA||Aug 2004 - May 2009||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2014|
Total Assets Under Management575,342MILLIONS
Total Number of Accounts1,715,259ACCOUNTS
Average Account Value$335,425
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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