Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frank? Claim Your ProfileFrank Remund is a Certified Financial Planner with over 15 years of experience in the financial services industry. Frank has a deep understanding of financial planning and investment management. He has a strong commitment to providing personalized service and helping clients achieve their financial goals. Frank is currently registered with Savvy Wealth and previously worked at Springwater Wealth Management, LLC and Remund Financial Planning LLC. Frank offers a variety of financial planning services including financial planning, educational seminars, and portfolio management for individuals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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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NY
07/13/2023 - Present
Savvy (NEW YORK NY)
BOTH
Issued 09/17/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/13/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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