Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frank? Claim Your ProfileFrank Hirsch is an investment advisor representative with Kestra Advisory Services, LLC. Frank has been in the industry since 2011 and has a strong background in both insurance and investment advisory services. Frank is registered to provide investment advice in Arizona and Illinois. Frank also has a Series 6, Series 63, Series 56 and Series 65 licenses. Frank has been involved in several businesses, including Wealthpoint, LLC, a company that provides insurance and investment advisory services, and NFP Advisor Services, LLC, which also offers insurance and investment advisory services. Frank works to provide financial planning, portfolio management for individuals and businesses, and selection of other advisers for clients.
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.
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
AZ
01/03/2023 - Present
Kestra Advisory Services, LLC (Phoenix AZ)
IL
09/23/2020 - 12/31/2022
LION STREET FINANCIAL, LLC (NORTHBROOK IL)
IL
04/14/2015 - 09/23/2020
KESTRA INVESTMENT SERVICES, LLC (NORTHBROOK IL)
IL
03/07/2011 - 09/27/2011
PEAK6 CAPITAL MANAGEMENT LLC (CHICAGO IL)
IA
Issued 10/07/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/06/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/08/2011
Series 56 - Proprietary Trader Qualification Examination
Active
Inactive
F
FINRA
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