Unclaimed
Frank Everett Cooper III is an Investment Advisor Representative with Grand Central Investment Group, LLC. Frank has been in the industry since 1969. Frank has experience with high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, charitable organizations, pension and profit-sharing plans, and other clients. He has specialized in portfolio management for individuals and businesses, and provides financial planning and pension consulting services. Frank is also registered as an Investment Advisor Representative in Florida and North Carolina.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting services
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
NC
06/12/2015 - Present
Grand Central Investment Group, LLC (MONTREAT NC)
FL
02/09/2006 - 02/04/2015
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (TAMPA FL)
FL
10/01/1999 - 02/10/2006
WACHOVIA SECURITIES, LLC (TAMPA FL)
NC
09/08/1999 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
NY
05/28/1992 - 09/13/1999
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
05/03/1982 - 06/09/1992
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
01/31/1980 - 05/14/1982
PAINE, WEBBER, JACKSON & CURTIS INC.
NA
11/28/1977 - 01/31/1980
PAINE, WEBBER, JACKSON & CURTIS INCORPORATED
NA
09/09/1969 - 07/03/1977
REYNOLDS SECURITIES, INC.
IA
Issued 03/23/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/01/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/06/2005
Series 24 - General Securities Principal Examination
BC
Issued 02/04/2015
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/1977
PC - AMEX Put and Call Exam
BC
Issued 08/28/1969
Series 1 - Registered Representative Examination
Active
Inactive
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