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Fredrick Shapiro, CFP®

Fredrick Shapiro, CFP®

Senior Vice President

Followers of Fredrick Shapiro, CFP®85 followers
location of Fredrick Shapiro, CFP®Palm Beach County, Florida, United States

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  • Timeline

  • About me

    Senior Vice President, Wealth Management Advisor, Senior Portfolio Manager

  • Education

    • Palm Beach Atlantic University

      -

  • Experience

    • Dean Witter

      Feb 1998 - Sept 2000
      Senior Vice President

    • UBS

      Sept 2000 - Feb 2015
      Senior Vice President

    • Merrill Lynch Wealth Management

      Mar 2015 - now
      Wealth Management Advisor, Senior Vice President

  • Licenses & Certifications

    • Personal Investment Advisor

      Merrill Lynch Internal
      Mar 2015

    • Certified Financial Planner

      CFP Board of Standards
      Sept 2006

  • Volunteer Experience

    • Volunteer

      Issued by Mental Health Association of Palm Beach
      Mental Health Association of Palm BeachAssociated with Fredrick Shapiro, CFP®