linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Frances J Parent

Adirondack Financial Services Corp.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Frances? Claim Your Profile

About Frances J Parent

Frances Parent is a financial advisor registered with Adirondack Financial Services Corp. and has been working in the industry since 1992. Frances has held various leadership positions, including VP of Construction at Greenleaf Contracting, Inc. and owner of Blue Line Coffee House Inc. Frances is a Certified Financial Planner and specializes in financial planning, portfolio management for individuals, and pension consulting. Frances is registered with the following states: New York, Colorado.

Firm Information

Frances Parent is currently registered with Adirondack Financial Services Corp.. Adirondack Financial Services Corp., based in Utica, NY, provides comprehensive financial advisory services to individuals, families, businesses, and institutions. The firm specializes in financial planning, pension consulting, and portfolio management for individuals and businesses. They manage over $376 million in assets for clients and offer a wide range of services to help clients achieve their financial goals.
Adirondack Financial Services Corp.

185 GENESEE STREET

UTICA, NY 13501

$376.74M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Frances Parent’s Registration & Firm History

NY

12/05/2022 - Present

Adirondack Financial Services Corp. (UTICA NY)

NY

11/22/2013 - 12/31/2015

NATIONAL SECURITIES CORPORATION (GLENS FALLS NY)

NY

01/29/1998 - 11/22/2013

PRIME CAPITAL SERVICES, INC. (GLENS FALLS NY)

AZ

02/08/1993 - 02/06/1998

ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)

AZ

11/11/1991 - 01/22/1993

ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)

Not sure if Frances J Parent is right for you?

Licenses & Designations

BC

Issued 11/08/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/13/2001

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/08/1992

Series 7 - General Securities Representative Examination

BC

Issued 11/08/1991

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Frances J Parent.
Not sure if Frances J Parent is right for you?