Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frank? Claim Your ProfileFrank Savage is a financial advisor with over 38 years of experience in the industry. Frank has a strong background in providing financial advice and is currently registered with LPL Financial LLC in Houston, Texas. Frank has previously worked with Raymond James Financial Services, Inc., UBS Financial Services Inc., Citigroup Global Markets Inc., Lehman Brothers Inc., and PaineWebber Incorporated. Frank is licensed to provide investment advice and is a registered representative of LPL Financial LLC.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
TX
05/26/2023 - Present
LPL Financial LLC (HOUSTON TX)
TX
12/21/2016 - 05/09/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (HOUSTON TX)
TX
02/01/2006 - 12/06/2016
UBS FINANCIAL SERVICES INC. (HOUSTON TX)
TX
07/31/1993 - 01/18/2006
CITIGROUP GLOBAL MARKETS INC. (HOUSTON TX)
NY
08/22/1991 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NJ
07/26/1984 - 08/26/1991
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 06/11/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/31/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/1984
Series 3 - National Commodity Futures Examination
BC
Issued 07/21/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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