Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frank? Claim Your ProfileFrank Cleveland Jones is a financial advisor with over 25 years of experience in the financial services industry. Frank is currently registered with Osaic Institutions, Inc. and holds a Series 6, 7, 63 and 65 licenses. Frank has previously held positions at UVEST FINANCIAL SERVICES GROUP, INC., CENTAURUS FINANCIAL, INC., AXA ADVISORS, LLC, THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES, SUNSET FINANCIAL SERVICES, INC., and MUTUAL OF OMAHA INVESTOR SERVICES, INC. Frank specializes in providing financial planning services to individuals, businesses, and charitable organizations. Frank provides advisory services for a variety of asset types, including stocks, bonds, mutual funds, and ETFs.
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.
Personalized portfolio management to meet individual financial objectives.
Solicitation services for other advisers
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
NC
09/06/2011 - Present
Osaic Institutions, Inc. (AHOSKIE NC)
NC
05/27/2010 - 09/15/2011
UVEST FINANCIAL SERVICES GROUP, INC. (AHOSKIE NC)
NC
08/18/2003 - 05/06/2010
CENTAURUS FINANCIAL, INC. (AHOSKIE NC)
NY
08/05/1997 - 09/08/2003
AXA ADVISORS, LLC (NEW YORK NY)
NY
08/05/1997 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
MO
10/03/1996 - 07/31/1997
SUNSET FINANCIAL SERVICES, INC. (KANSAS CITY MO)
NE
11/17/1994 - 08/01/1996
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)
IA
Issued 06/25/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/16/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2000
Series 7 - General Securities Representative Examination
BC
Issued 09/09/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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