Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frank? Claim Your ProfileFrank Coulson Speace is a financial advisor with Raymond James Financial Services Advisors, Inc. located in HARTSVILLE, PA. Frank has been in the financial services industry for over 20 years and holds a variety of licenses and certifications, including Series 7, Series 6, Series 63, Series 65, Series 24 and the SIE. Frank specializes in providing financial planning, portfolio management, pension consulting, and educational seminars. Frank also owns and operates Century Tax & Financial Services, a tax preparation business, and Century Advisors, LLC, a support company. Frank also has an Aflac license and is a licensed real estate agent. Frank is a Certified Financial Planner™.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
PA
12/12/2018 - Present
Raymond James Financial Services Advisors, Inc. (HARTSVILLE PA)
DE
12/03/2003 - 04/01/2014
H.D. VEST INVESTMENT SERVICES (WILMINGTON DE)
NE
08/06/2003 - 01/02/2004
ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)
AZ
02/04/2002 - 07/07/2003
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
BC
Issued 02/07/2002
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/15/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/07/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2005
Series 7 - General Securities Representative Examination
BC
Issued 02/01/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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