Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frank? Claim Your ProfileFrank Barnett is a financial advisor with over 15 years of experience in the financial services industry. Frank is currently registered with Osaic Wealth, Inc. Frank has a strong background in providing financial planning and investment management services to a wide range of clients, including individuals, families, businesses, and charitable organizations. Frank is committed to providing personalized financial guidance and helping clients achieve their financial goals.
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.
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2
WI
09/01/2023 - Present
Osaic Wealth, Inc. (WAUSAU WI)
WI
06/01/2018 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (WAUSAU WI)
WI
03/25/2017 - 06/05/2018
MML INVESTORS SERVICES, LLC (WAUSAU WI)
WI
11/21/2008 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (WAUSAU WI)
IA
Issued 02/02/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/04/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/2017
Series 7 - General Securities Representative Examination
BC
Issued 11/20/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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