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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frances? Claim Your ProfileFrances Cronlund is a financial advisor with Curi RMB Capital, LLC, a firm with offices in Raleigh, NC and Chicago, IL. Frances is an experienced advisor with over 15 years of experience in the financial services industry. Frances specializes in retirement planning, asset management, and financial planning. Frances holds a Certified Financial Planner (CFP®) designation and has passed the Series 63, 65, 7 and SIE exams. Frances has previously worked for First Citizens Investor Services, Inc., in Raleigh, NC.
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.
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.
Strategic management for diversified investment portfolios.
Sponsor, general partner, managing member (or equivalent) of pooled investment vehicles
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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NC
01/22/2024 - Present
Curi RMB Capital, LLC (Raleigh NC)
NC
12/24/2010 - 08/02/2019
FIRST CITIZENS INVESTOR SERVICES, INC. (Raleigh NC)
BC
Issued 01/21/2011
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/23/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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