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 Osman is a financial advisor who has been in the industry since 2011. Frank is currently a registered investment advisor representative with Choreo, LLC. Frank previously worked with Charles Schwab & Co., Inc. in Seal Beach, CA. Frank is licensed to conduct business in California. Frank holds the Series 63, 66, and 7 licenses, as well as the SIE. Frank also holds the Certified Financial Planner designation. Frank specializes in providing financial planning, investment advisory, and retirement planning services. Frank works with individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations.
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.
Advisory services including investment review and reporting of non-managed assets and retirement plan services to plans
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.
1
2
IL
05/19/2023 - Present
Choreo, LLC (ROCKFORD IL)
CA
12/07/2011 - 05/17/2023
CHARLES SCHWAB & CO., INC. (Seal Beach CA)
BOTH
Issued 09/28/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/09/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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