Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frank? Claim Your ProfileFrank Edward Clegg, III is a financial advisor who has been in the industry since 1981. Frank is currently registered with Commonwealth Financial Network, and has previously worked for First Alliance Financial Services, Inc., John Hancock Mutual Life Insurance Company, and John Hancock Distributors, Inc. Frank is a Certified Financial Planner and a Chartered Financial Consultant. Frank provides financial planning services to individuals, businesses, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Frank also provides portfolio management 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OH
01/01/2001 - Present
Commonwealth Financial Network (DUBLIN OH)
NA
11/18/1985 - 05/13/1986
FIRST ALLIANCE FINANCIAL SERVICES, INC.
NA
03/07/1981 - 12/05/1985
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY
NA
03/07/1981 - 12/04/1985
JOHN HANCOCK DISTRIBUTORS, INC.
BC
Issued 04/14/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2000
Series 52 - Municipal Securities Representative Examination
BC
Issued 08/21/2000
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 06/25/1982
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 02/26/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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