Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frank? Claim Your ProfileFrank Downing Wiseman is a registered investment advisor representative with Davenport & Co. LLC. Frank has been in the securities industry for 42 years and has a broad range of experience in financial planning, portfolio management, and pension consulting. Frank is licensed in several states and has a strong track record of providing clients with personalized advice and investment strategies.
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.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
12b-1 fees and/or shareholder servicing fees
1
2
VA
05/14/2009 - Present
Davenport & Co. LLC (DANVILLE VA)
VA
02/21/2006 - 05/28/2009
CITIGROUP GLOBAL MARKETS INC. (DANVILLE VA)
VA
04/19/1999 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (DANVILLE VA)
NC
09/24/1982 - 05/14/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
BOTH
Issued 06/08/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/20/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/16/1999
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/02/1999
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Frank Wiseman is the right advisor for you? Invested Better is here to help.
