Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frances? Claim Your ProfileFrances Antoinette Edwards is a financial advisor in Houston, Texas. Frances has over 30 years of experience in the financial industry and holds Series 7 and Series 63 licenses. Frances is currently registered with Sunbelt Securities, Inc. in Texas. Prior to working at Sunbelt Securities, Inc., Frances worked at TRADESTAR INVESTMENTS, INC. and FISERV INVESTOR SERVICES, INC. among other firms. Frances specializes in providing financial advice to individuals, businesses, and charitable organizations. Frances has a strong track record of helping clients reach their financial goals and has a reputation for providing exceptional service.
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.
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
03/30/2006 - Present
Sunbelt Securities, Inc. (Houston TX)
TX
01/24/2003 - 03/31/2006
TRADESTAR INVESTMENTS,INC. (HOUSTON TX)
TX
01/24/2003 - 11/03/2005
FISERV INVESTOR SERVICES, INC. (HOUSTON TX)
TX
09/16/1998 - 02/10/2003
OXFORD FINANCIAL GROUP (HOUSTON TX)
TX
08/17/1994 - 10/29/1998
TEXAS CAPITAL SECURITIES, INC. (HOUSTON TX)
TX
11/09/1987 - 08/18/1994
TRADESTAR INVESTMENTS,INC. (HOUSTON TX)
NA
08/18/1987 - 11/09/1987
MPACT BROKERS INC.
BC
Issued 09/22/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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