Unclaimed
Frank Erwin Deeter is a financial advisor with Oppenheimer & Co. Inc. in WYANDOTTE, MI. Frank has been in the industry since 1989 and has a wide range of experience in the financial services industry. Frank is registered to provide investment advice in a number of states, and holds a number of licenses and certifications, including the Series 65, Series 63, Series 9, Series 10, Series 8, Series 99TO, SIE, Series 50 and Series 7. Frank specializes in providing financial planning, portfolio management and pension consulting services to individuals, businesses and institutions. Frank also has experience in the selection of other advisors and portfolio management for 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.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
MI
11/02/2023 - Present
Oppenheimer & Co. Inc. (WYANDOTTE MI)
MI
04/18/1989 - 01/01/1999
FIRST OF MICHIGAN CORPORATION (DETROIT MI)
IA
Issued 08/03/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/09/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/16/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2017
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 04/15/1989
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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