Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frank? Claim Your ProfileFrank Wall is a financial advisor with over 28 years of experience in the industry. Frank is a Certified Financial Planner™ professional and has a strong background in wealth management, portfolio management, and financial planning. Frank is currently registered with Osaic Wealth, Inc., a registered investment advisor firm, and has held previous positions with Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Frank provides financial advisory services to a wide range of clients, including high net worth individuals, families, businesses, and charitable organizations. Frank has a strong commitment to providing personalized financial advice and helping clients achieve their financial goals. Frank is also active in the community and serves as the treasurer for the Gayna Gibson Wall Foundation.
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.
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.
1
2
SC
07/14/2023 - Present
Osaic Wealth, Inc. (COLUMBIA SC)
SC
05/24/2002 - 07/19/2023
WELLS FARGO CLEARING SERVICES, LLC (COLUMBIA SC)
MO
05/23/1997 - 06/10/2002
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
06/20/1994 - 06/06/1997
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 9/20/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/26/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 6/17/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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