Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barbara? Claim Your ProfileBarbara Frank is an Investment Advisor Representative with Chesapeake Investment Management LLC. Barbara has been in the industry since 1987. She has experience in providing investment advice to individuals and charitable organizations. Barbara has been registered with the state of Virginia since 2010.
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.
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.
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06/14/2010 - Present
Chesapeake Investment Management LLC ( )
VA
01/01/2006 - 03/29/2007
LARA, SHULL & MAY, LTD (FALLS CHURCH VA)
DC
12/16/1999 - 05/05/2001
MID ATLANTIC INVESTOR SERVICES, INC. (WASHINGTON DC)
NY
09/08/1992 - 01/08/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
03/24/1987 - 07/14/1989
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 02/14/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/22/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/28/2005
Series 7 - General Securities Representative Examination
BC
Issued 01/08/1993
Series 3 - National Commodity Futures Examination
Active
Inactive
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