Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frank? Claim Your ProfileFrank David Metzke is a financial advisor registered with J.P. Morgan Securities LLC. Frank has over 20 years of experience in the financial industry. Frank holds the Series 7, Series 63, and Series 66 licenses. Frank is also a Certified Financial Planner. Frank's previous employers include Chase Investment Services Corp., Talley & Company, Maxim Group LLC, and Charles Schwab & Co., Inc. Frank's current registrations include New Jersey, New York, and Texas.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
07/06/2017 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
NY
12/19/2008 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
CA
06/18/2008 - 12/10/2008
TALLEY & COMPANY (NEWPORT BEACH CA)
NY
10/13/2003 - 06/10/2008
MAXIM GROUP LLC (NEW YORK NY)
TX
05/21/2002 - 04/28/2003
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BOTH
Issued 01/22/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/01/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/2002
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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