Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frank? Claim Your ProfileFrank McKenna is a financial advisor with over 20 years of experience in the financial services industry. Frank is a registered representative and investment advisor representative. Frank is currently affiliated with Raymond James & Associates, Inc. and holds licenses in several states including New Jersey, Texas, and California. Before joining Raymond James & Associates, Inc., Frank was affiliated with Morgan Stanley. Frank provides financial planning, portfolio management, and other advisory services to individuals, families, and businesses.
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.
Please see note in schedule d - miscellaneous
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
NJ
10/13/2019 - Present
Raymond James & Associates, Inc. (MORRISTOWN NJ)
NJ
06/01/2009 - 07/05/2019
MORGAN STANLEY (SHORT HILLS NJ)
NJ
02/21/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (WESTFIELD NJ)
MD
05/03/2000 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
BOTH
Issued 02/14/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/27/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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