Unclaimed
B. Frank Voigt has been in the financial services industry since 1987. B. Frank is currently registered as a Registered Representative and Investment Advisor Representative with Kestra Investment Services, LLC and Kestra Advisory Services, LLC. B. Frank has held previous positions with MML Investors Services, Inc. and Massachusetts Mutual Life Insurance Company. B. Frank has held licenses in several states including Texas, Massachusetts, and California.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
1
2
TX
04/29/2016 - Present
Kestra Advisory Services, LLC (DALLAS TX)
MA
08/24/1987 - 08/19/2002
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NA
08/24/1987 - 01/02/1988
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
BC
Issued 08/26/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/23/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/1998
Series 7 - General Securities Representative Examination
BC
Issued 01/18/1988
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 08/19/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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