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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frank? Claim Your ProfileFrank Gerald Ohara is an investment advisor representative with Lifeworks Advisors, LLC. Frank has been working in the financial services industry since 1988. Frank holds Series 6, 7, 63, 65 and 66 securities licenses. Frank previously worked with Pacer Financial, Inc., MetLife Investors Distribution Company, and Pacific Select Distributors, Inc., Frank's specializations include financial planning, pension consulting, selection of other advisers, and portfolio management for individuals and businesses.
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.
A percentage of the total value of assets under management is charged.
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MI
02/17/2023 - Present
Lifeworks Advisors, LLC (GRAND RAPIDS MI)
VA
11/18/2021 - 12/06/2022
PURSHE KAPLAN STERLING INVESTMENTS (Herndon VA)
PA
10/11/2019 - 01/02/2020
PACER FINANCIAL, INC. (MALVERN PA)
PA
05/28/2008 - 04/27/2011
PACER FINANCIAL, INC. (MALVERN PA)
NY
12/11/2004 - 02/05/2008
METLIFE INVESTORS DISTRIBUTION COMPANY (NEW YORK CITY NY)
CA
02/20/2002 - 12/11/2004
METLIFE INVESTORS DISTRIBUTION COMPANY (NEWPORT BEACH CA)
CA
06/14/2000 - 02/12/2002
PACIFIC SELECT DISTRIBUTORS, INC. (NEWPORT BEACH CA)
MA
07/30/1999 - 04/17/2001
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
CT
03/04/1988 - 06/08/1999
PLANCO FINANCIAL SERVICES, INC. (HARTFORD CT)
BOTH
Issued 01/27/2021
Series 66 - Uniform Combined State Law Examination
IA
Issued 09/09/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/08/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/11/2019
Series 7TO - General Securities Representative Examination
BC
Issued 09/05/2019
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/2008
Series 7 - General Securities Representative Examination
BC
Issued 03/03/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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