Unclaimed
Frank Baird has been in the financial industry for over 20 years. Frank is currently registered as an Investment Advisor Representative with MML Investors Services, LLC. Frank's previous experience includes roles with Lincoln Financial Advisors Corporation and The Lincoln National Life Insurance Company. Frank holds the Series 6, Series 7 and Series 66 securities licenses. Frank provides services such as financial planning, asset allocation, and portfolio management to individuals, corporations, and pension and profit-sharing plans. Frank is dedicated to 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.
Asset allocation programs
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.
Solicitors fees
1
2
NY
06/14/2021 - Present
MML Investors Services, LLC (SYOSSET NY)
NY
11/27/2002 - 05/05/2006
LINCOLN FINANCIAL ADVISORS CORPORATION (SYOSSET NY)
IN
11/27/2002 - 04/18/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MA
06/25/1999 - 11/29/2002
SIGNATOR INVESTORS, INC. (BOSTON MA)
BOTH
Issued 04/16/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/2003
Series 7 - General Securities Representative Examination
BC
Issued 04/07/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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