Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Alan Frank is a registered representative with Cetera Investment Advisers LLC. David has been working in the financial services industry since May 1998 and has a wide range of experience, including working with insurance companies, charitable organizations, high net worth individuals, pension and profit sharing plans, corporations or other businesses, and individuals other than high net worth. Prior to working with Cetera Investment Advisers LLC, David worked with FINANCIAL NETWORK INVESTMENT CORPORATION and Edward Jones. David specializes in financial planning, pension consulting, and educational seminars.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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2
OH
04/22/2022 - Present
Cetera Investment Advisers LLC (WESTLAKE OH)
OH
09/18/2001 - 12/18/2008
FINANCIAL NETWORK INVESTMENT CORPORATION (NORTH RIDGEVILLE OH)
MO
04/29/1998 - 08/31/2001
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 10/7/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 4/30/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/28/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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