Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frank? Claim Your ProfileFrank Tehel is a financial advisor registered with the state of Virginia. Frank has been in the financial services industry since 1981. He is currently associated with October Effect Ltd. and holds licenses and certifications including: Series 63, Series 65, Series 7, SIE and Certified Financial Planner. Frank has worked in the financial services industry with several firms including, Gradient Securities, LLC, Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company, Lincoln National Pension Insurance Company, Prudential-Bache Securities Inc., Garco Equity Sales, Inc., FSC Securities Corporation, Voyager Securities, Inc., Anchor National Financial Services, Inc. and Wesamerica Financial Corporation. Frank offers advisory services for individuals and pension consulting. Frank specializes in investment advisory services. Frank has experience in financial planning, selection of other advisers, and portfolio management for individuals.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Referral fees
1
2
VA
11/25/2015 - Present
October Effect Ltd. (VIRGINIA BEACH VA)
VA
07/27/2016 - 05/29/2020
GRADIENT SECURITIES, LLC (VIRGINIA BEACH VA)
VA
07/18/1988 - 11/24/2015
LINCOLN FINANCIAL ADVISORS CORPORATION (VIRGINIA BEACH VA)
IN
07/18/1988 - 05/25/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NA
07/18/1988 - 01/03/1989
LINCOLN NATIONAL PENSION INSURANCE COMPANY
NA
05/09/1986 - 07/01/1988
PRUDENTIAL-BACHE SECURITIES INC.
NA
05/15/1986 - 08/11/1986
GARCO EQUITY SALES, INC.
NA
01/12/1982 - 05/16/1986
FSC SECURITIES CORPORATION
NA
11/19/1982 - 05/15/1986
VOYAGER SECURITIES, INC.
NA
07/28/1981 - 09/22/1982
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
NA
12/14/1981 - 01/21/1982
WESTAMERICA FINANCIAL CORPORATION
IA
Issued 10/14/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/28/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/27/1982
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/1981
Series 7 - General Securities Representative Examination
Active
Inactive
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