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Ivy L. Fredericks

TRANSNATIONAL CAPITAL
New York, NY 10170
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CRD#: 1404106
IF

Professional summary


Ivy Lindstrom Fredericks, who also goes by IVy J Lindstrom, Ivy Jo Lindstrom, is a registered financial professional currently at TRANSNATIONAL CAPITAL CORP. located in New York, New York.

Ivy is registered as a RR (Registered Representative) and started their career in finance in 1988. Ivy has worked at 7 firms and has passed the Series 63, Series 99TO, Series 79TO, SIE, Series 7, Series 14, Series 28 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Ivy J Lindstrom | Ivy Jo Lindstrom

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Ivy Lindstrom Fredericks's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

October 10, 2005 - Present

TRANSNATIONAL CAPITAL CORP.

Office #1: 420 Lexington Avenue Suite 300, New York, NY 10170Office #2: 420 Lexington Avenue Suite 300, New York, NY 10170
BD
CRD#: 135306
New York, NY
Past

October 10, 2000 - March 7, 2005

WESTMINSTER SECURITIES CORPORATION

BD
CRD#: 6105
NEW YORK, NY
Past

May 15, 2000 - January 8, 2001

LAIDLAW GLOBAL SECURITIES, INC.

BD
CRD#: 19018
NEW YORK, NY
Past

October 4, 1999 - May 25, 2000

FRG SECURITIES, LLC

BD
CRD#: 44845
NEW YORK, NY
Past

July 25, 1995 - December 14, 2000

ALEXANDER DUNHAM SECURITIES, INC.

BD
CRD#: 23614
LOS ANGELES, CA
Past

March 28, 1991 - April 7, 1993

KIDDER, PEABODY & CO. INCORPORATED

BD
CRD#: 7613
NEW YORK, NY
Past

October 19, 1988 - March 12, 1990

DREXEL BURNHAM LAMBERT INCORPORATED

BD
CRD#: 7323

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(10/23/2013)
RR
New York
(11/18/2005)

Exams


State Security Law Exam
RR
Series 63
Date: 10/20/1988
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 14
Date: 1/2/2023
Compliance Officer Examination
Principal/Supervisory Exam
RR
Series 28
Date: 5/23/2005
Introducing Broker/Dealer Financial Operations Principal Examination
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


TC
TRANSNATIONAL CAPITAL CORP.
TRANSNATIONAL CAPITAL CORP.

CRD#: 135306 / SEC#: , 8-66908

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information


Main Address
420 Lexington Avenue Suite 300, New York, NY 10170
Mailing Address
420 Lexington Avenue Suite 300, New York, NY 10170
Phone number
(212) 453-0648
Established
New York since 02/07/2005
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (2 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
FREDERICKS, IVY LINDSTROMPRINCIPAL FINANCIAL OFFICER, PRINCIPAL OPERATIONS OFFICER1404106
FREDERICKS, IVY LINDSTROMPRESIDENT/CEO/ SECREATARY/TREASURER/CHIEF COMPLIANCE OFFICER1404106
FREDERICKS, IVY LINDSTROMFINOP1404106
MAH, FRANK PING HANGMANAGING DIRECTOR1525147
POST, GARY MARSHALLMANAGING DIRECTOR1383099

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


TRANSNATIONAL CAPITAL CORP.

CRD#: 135306New York, NY 10170

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