Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frank? Claim Your ProfileFrank Donald Szymanek is a financial professional with over 20 years of experience in the industry. Frank is currently registered with North Pier Fiduciary Management, LLC in California and Illinois. Frank holds a Series 6, 7, 24, and 63 license and a SIE certification. Frank is a Certified Financial Planner and specializes in providing fiduciary consulting, institutional investment, and retirement plan advisory and management services. Frank is a Registered Representative and Investment Advisor Representative, and is dedicated to providing clients with personalized and comprehensive financial planning services.
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.
Fiduciary consulting; institutional investment & retirement plan advisory and management services; employee education and comm.
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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CA
02/22/2022 - Present
North Pier Fiduciary Management, LLC (MARINA DEL REY CA)
IL
02/29/2000 - 03/17/2017
NORTHERN TRUST SECURITIES, INC. (CHICAGO IL)
BC
Issued 03/08/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/29/2004
Series 24 - General Securities Principal Examination
BC
Issued 03/17/2017
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/2004
Series 7 - General Securities Representative Examination
BC
Issued 02/28/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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