Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frank? Claim Your ProfileFrank Shoener is a financial advisor with Equitable Advisors, LLC. Frank has been in the industry since 1989, working with a wide range of clients, including individuals, corporations, charitable organizations, and pension and profit-sharing plans. Frank is a Certified Public Accountant and holds the Series 6, 7, 22, 63, and 65 licenses. Frank specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. Frank is committed to providing personalized financial advice and helping clients reach 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.
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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IN
06/17/2013 - Present
Equitable Advisors, LLC (FORT WAYNE IN)
NY
01/04/1989 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 11/30/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/03/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/1998
Series 7 - General Securities Representative Examination
BC
Issued 04/25/1989
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 01/03/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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