Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frank? Claim Your ProfileFrank Hundley is a financial advisor with over 20 years of experience in the industry. Frank has a strong background in both investment advisory and brokerage services. Frank is currently registered with Janney Montgomery Scott LLC and has previously held positions with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Morgan Stanley DW Inc. Frank is a Certified Financial Planner and holds Series 7, 31, and 66 licenses.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
PA
12/05/2016 - Present
Janney Montgomery Scott LLC (New Hope PA)
NJ
09/23/2005 - 12/06/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FLEMINGTON NJ)
NY
04/07/2003 - 08/29/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 05/07/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 04/02/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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