Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frank? Claim Your ProfileFrank Alexander Avila is a financial advisor with over 9 years of experience in the industry. Frank has a Series 7, 6, 63, and 66 license, and also holds the SIE. Frank currently works for Eagle Strategies LLC. Frank has previously worked for Wells Fargo Advisors LLC, EDWARD JONES, and NYLIFE SECURITIES LLC. Frank is registered with the state of California, Texas, Florida, Nevada, New Jersey, Oregon, and Washington. Frank specializes in providing financial advice to individuals, high-net-worth individuals, corporations, and charitable organizations. Frank also offers financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, and portfolio management for individuals.
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.
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
CA
06/29/2021 - Present
Eagle Strategies LLC (ELK GROVE CA)
CA
03/14/2018 - 12/13/2019
EDWARD JONES (WOODLAND CA)
CA
06/28/2013 - 03/12/2018
WELLS FARGO CLEARING SERVICES, LLC (DAVIS CA)
BOTH
Issued 06/07/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/10/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/2018
Series 7 - General Securities Representative Examination
BC
Issued 06/28/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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