Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frank? Claim Your ProfileFrank Florez Hsin is a financial advisor registered with Kingswood Wealth Advisors, LLC. Frank has been in the industry since 2000 and is currently registered in California and Texas. Prior to joining Kingswood Wealth Advisors, LLC, Frank worked at UBS Financial Services Inc, Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., Wells Fargo Investments, LLC, WM Financial Services, Inc., Donaldson, Lufkin & Jenrette Securities Corporation. Frank specializes in providing financial planning, pension consulting, selection of other advisors, portfolio management for businesses and individuals, and hourly 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.
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.
Hourly consulting
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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CA
07/31/2023 - Present
Kingswood Wealth Advisors, LLC (SAN DIEGO CA)
CA
10/28/2011 - 08/07/2023
UBS FINANCIAL SERVICES INC. (SANTA BARBARA CA)
CA
06/01/2009 - 11/07/2011
MORGAN STANLEY SMITH BARNEY (SANTA BARBARA CA)
CA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (SANTA BARBARA CA)
CA
07/12/2006 - 04/02/2007
MORGAN STANLEY DW INC. (SANTA BARBARA CA)
CA
08/04/2005 - 06/19/2006
WELLS FARGO INVESTMENTS, LLC (SANTA BARBARA CA)
CA
06/17/2004 - 07/28/2005
WM FINANCIAL SERVICES, INC. (IRVINE CA)
NJ
06/30/2000 - 07/21/2003
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NJ
04/26/2000 - 06/27/2000
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
BOTH
Issued 08/08/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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