Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frank? Claim Your ProfileFrank Anthony Coffey is a registered representative with The Baker Group, LP. Frank has been in the financial services industry since June 1, 2021, and has experience with both LPL FINANCIAL LLC and Equitable Advisors, LLC. Frank is licensed in Illinois and holds Series 7, 63 and SIE licenses. Frank primarily works with clients in the banking/thrift institutions and trust company categories. Frank also provides investment strategies for financial institutions and other institutional investors.
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.
Investment strategies for financial institutions and other institutional investors
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.
Negotiable fees based on % of investable assets per client
1
2
OK
03/04/2022 - Present
THE Baker Group, LP (OKLAHOMA CITY OK)
IL
08/16/2021 - 03/30/2022
LPL FINANCIAL LLC (SPRINGFIELD IL)
GA
05/13/2021 - 07/26/2021
EQUITABLE ADVISORS, LLC (ATLANTA GA)
BC
Issued 07/27/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/14/2022
Series 7TO - General Securities Representative Examination
BC
Issued 05/13/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/29/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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