Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frances? Claim Your ProfileFrances Longshore is a financial professional with over 30 years of experience in the industry. Frances is currently registered with Tucker Asset Management LLC. Frances has previously worked for Principal Securities, Inc., Summit Brokerage Services, Inc., AIG Financial Advisors, Inc., SunAmerica Securities, Inc., Southmark Financial Services, Inc. and First Investors Corporation. Frances holds a Series 63, Series 65, Series 22, Series 6, Series 7, Series 26 and SIE licenses. Frances also holds the Certified Financial Planner designation.
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.
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.
A percentage of the total value of assets under management is charged.
Shares in fees paid to third party investment advisers
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2
TX
04/09/2021 - Present
Tucker Asset Management LLC (Houston TX)
TX
08/05/2011 - 10/25/2016
PRINCIPAL SECURITIES, INC. (HOUSTON TX)
TX
03/21/2007 - 08/01/2011
SUMMIT BROKERAGE SERVICES, INC. (HOUSTON TX)
TX
10/31/2005 - 03/02/2007
AIG FINANCIAL ADVISORS, INC. (HOUSTON TX)
AZ
06/18/1989 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
NA
06/20/1988 - 06/18/1989
SOUTHMARK FINANCIAL SERVICES, INC.
NA
06/05/1984 - 07/19/1988
FIRST INVESTORS CORPORATION
IA
Issued 12/23/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/08/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/04/1986
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/25/2016
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/1990
Series 7 - General Securities Representative Examination
BC
Issued 03/15/1989
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 06/04/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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