Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frank? Claim Your ProfileFrank Bellar jr. is a financial professional with over 40 years of experience in the financial services industry. Frank has been registered with Stifel, Nicolaus & Company, Inc. since January 2020. Previously, Frank was with UBS Financial Services Inc. from August 2000 to January 2020. Frank is registered to provide investment advice in Tennessee and Texas. Frank offers a variety of financial services, including financial planning, portfolio management, and pension consulting.
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.
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
TN
01/10/2020 - Present
Stifel, Nicolaus & Company, Inc. (COOKEVILLE TN)
TN
08/14/2000 - 01/21/2020
UBS FINANCIAL SERVICES INC. (COOKEVILLE TN)
NY
03/01/1978 - 08/14/2000
J.C. BRADFORD & CO. (NEW YORK NY)
IA
Issued 11/09/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/30/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/1983
Series 3 - National Commodity Futures Examination
BC
Issued 02/18/1978
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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