Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frank? Claim Your ProfileFrank Emmett Shanley is a registered Investment Advisor Representative. Frank has been in the industry since 1986. Frank is currently registered with Dudley & Shanley, Inc. in Palm Beach, FL. Frank is also registered with the state of Florida. Frank passed the Uniform Investment Adviser Law Examination on 11/23/2011. Frank specializes in financial planning and portfolio management. Frank is a member of the Financial Planning Association. Frank has a strong track record of providing personalized investment advice to his clients. Frank's clients include high-net-worth individuals, charitable organizations, and pooled investment vehicles.
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.
Personalized portfolio management to meet individual financial objectives.
General non-discretionary investment advice and limited oversight authority over client's investment managers.
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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FL
01/28/2015 - Present
Dudley & Shanley, Inc. (PALM BEACH FL)
IA
Issued 11/23/2011
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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