Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frank? Claim Your ProfileFrank Bjoy Simpson is a licensed investment advisor representative with The Simpson Firm LLC. Frank has been in the industry since 2015 and has worked with multiple financial institutions including Merrill Lynch and Bank of America. Frank holds the SIE, Series 7 and Series 66 licenses. Frank is also registered in Maryland to provide investment advisory services. The Simpson Firm offers financial planning, portfolio management for individuals, and other services.
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.
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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MD
01/01/2025 - Present
THE Simpson Firm LLC (White Plains MD)
MD
11/23/2016 - 10/22/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BETHESDA MD)
BOTH
Issued 01/09/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/2016
Series 7 - General Securities Representative Examination
Active
Inactive
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